+19.4%
IVV vs MDY
+15.1%
+4.2%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | 0.0% | -0.2% |
| 7D | +0.5% | +1.0% | -0.5% | -0.2% |
| 30D | -1.0% | -3.1% | +2.2% | +1.1% |
| 3M | +3.9% | +1.8% | +2.0% | +2.6% |
| 6M | +14.5% | +10.8% | +3.7% | +7.0% |
| YTD | +12.9% | +14.4% | -1.5% | +3.4% |
| 1Y | +19.4% | +15.2% | +4.2% | +8.5% |
| All | +19.4% | +15.1% | +4.2% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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