+11.7%
IVV vs IT
-17.3%
+29.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.9% | +2.3% |
| 7D | +0.1% | -18.8% | +18.9% | +0.3% |
| 30D | -3.3% | -0.1% | -3.2% | -3.4% |
| 3M | -2.4% | +2.9% | -5.3% | -2.5% |
| 6M | +2.6% | +20.4% | -17.8% | +2.6% |
| YTD | +11.3% | -24.3% | +35.6% | +13.8% |
| All | +11.7% | -17.3% | +29.0% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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