+19.4%
IVV vs LEN
-42.1%
+61.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.8% | +3.2% | -0.2% |
| 7D | +0.5% | -2.9% | +3.4% | +0.8% |
| 30D | -1.0% | -8.9% | +7.9% | 0.0% |
| 3M | +3.9% | -10.9% | +14.8% | +4.9% |
| 6M | +14.5% | -19.7% | +34.2% | +15.9% |
| YTD | +12.9% | -20.6% | +33.5% | +14.2% |
| 1Y | +19.4% | -42.4% | +61.8% | +21.9% |
| All | +19.4% | -42.1% | +61.4% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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