+774.4%
IVV vs IP
+148.0%
+626.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.1% | +1.1% |
| 7D | -0.7% | +3.4% | -4.1% | -1.9% |
| 30D | -1.0% | +11.2% | -12.3% | -4.7% |
| 3M | -0.3% | -14.8% | +14.5% | +4.5% |
| 6M | +7.4% | +17.3% | -9.9% | +0.1% |
| YTD | +13.4% | -6.2% | +19.5% | +12.3% |
| 1Y | +14.8% | +2.3% | +12.5% | +10.1% |
| 3Y | +83.3% | +17.7% | +65.7% | +59.9% |
| 5Y | +76.1% | -8.4% | +84.6% | +65.4% |
| 10Y | +333.3% | +32.1% | +301.2% | +238.7% |
| All | +774.4% | +148.0% | +626.4% | +376.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling