+11.0%
IVV vs IR
+5.9%
+5.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | +0.1% |
| 7D | -2.7% | +3.7% | -6.4% | -3.3% |
| 30D | -5.4% | +7.4% | -12.8% | -6.6% |
| 3M | -4.1% | -5.9% | +1.9% | -3.0% |
| 6M | +0.7% | +5.6% | -4.8% | -0.7% |
| YTD | +8.7% | +4.8% | +3.9% | +6.3% |
| 1Y | +11.0% | +6.9% | +4.0% | +8.0% |
| All | +11.0% | +5.9% | +5.1% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 1y: compounded portfolio wealth divided by compounded IR 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…
1y analysis · Full analysis span regression · 6 months rolling