+80.3%
IVV vs MDB
-12.1%
+92.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.6% | -2.3% | +1.9% |
| 7D | +0.1% | -0.9% | +1.0% | +0.2% |
| 30D | -3.3% | -15.2% | +11.9% | -2.0% |
| 3M | -2.4% | -17.9% | +15.5% | -1.3% |
| 6M | +2.6% | +9.3% | -6.7% | +0.3% |
| YTD | +11.3% | -22.0% | +33.3% | +11.8% |
| 1Y | +13.4% | -9.3% | +22.8% | +11.8% |
| 3Y | +80.3% | -10.4% | +90.7% | +68.8% |
| All | +80.3% | -12.1% | +92.4% | +68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 3y: compounded portfolio wealth divided by compounded MDB 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…
3y analysis · Full analysis span regression · 6 months rolling