+305.2%
IVV vs IP
+25.2%
+280.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.0% | -0.5% | -3.2% |
| 7D | -4.8% | -5.0% | +0.2% | -3.3% |
| 30D | -5.9% | +6.5% | -12.5% | -7.9% |
| 3M | -4.5% | -18.0% | +13.5% | +0.9% |
| 6M | +1.8% | +10.3% | -8.5% | -2.8% |
| YTD | +8.4% | -9.9% | +18.3% | +8.8% |
| 1Y | +9.4% | -1.1% | +10.5% | +6.2% |
| 3Y | +75.3% | +13.0% | +62.3% | +53.0% |
| 5Y | +67.8% | -12.3% | +80.0% | +59.3% |
| All | +305.2% | +25.2% | +280.0% | +216.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling