+76.1%
IVV vs IP
-10.3%
+86.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.1% | +1.3% |
| 7D | -0.7% | +3.4% | -4.1% | -1.5% |
| 30D | -1.0% | +11.2% | -12.3% | -3.4% |
| 3M | -0.3% | -14.8% | +14.5% | +2.9% |
| 6M | +7.4% | +17.3% | -9.9% | +2.4% |
| YTD | +13.4% | -6.2% | +19.5% | +12.9% |
| 1Y | +14.8% | +2.3% | +12.5% | +11.6% |
| 3Y | +83.3% | +17.7% | +65.7% | +62.0% |
| 5Y | +76.1% | -8.4% | +84.6% | +70.2% |
| All | +76.1% | -10.3% | +86.5% | +70.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling