+19.4%
IVV vs JAAA
+4.8%
+14.5%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +0.5% | +0.1% | +0.4% | -0.1% |
| 30D | -1.0% | +0.5% | -1.4% | -3.6% |
| 3M | +3.9% | +1.2% | +2.6% | -3.6% |
| 6M | +14.5% | +2.8% | +11.7% | -3.7% |
| YTD | +12.9% | +3.2% | +9.7% | -7.1% |
| 1Y | +19.4% | +4.8% | +14.5% | -12.3% |
| All | +19.4% | +4.8% | +14.5% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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