+68.2%
IVV vs LEN
-4.6%
+72.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | +1.1% |
| 7D | -2.7% | +2.1% | -4.8% | -3.3% |
| 30D | -5.4% | +16.6% | -21.9% | -9.1% |
| 3M | -4.1% | +5.3% | -9.4% | -5.8% |
| 6M | +0.7% | -0.8% | +1.5% | -0.1% |
| YTD | +8.7% | -11.7% | +20.5% | +10.2% |
| 1Y | +11.0% | -24.6% | +35.6% | +17.1% |
| 3Y | +75.4% | -18.7% | +94.1% | +71.1% |
| All | +68.2% | -4.6% | +72.8% | +44.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling