+14.8%
IVV vs MKSI
+40.1%
-25.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.0% | +6.6% | +2.2% |
| 7D | -0.7% | -10.7% | +10.0% | +0.6% |
| 30D | -1.0% | -30.5% | +29.5% | +3.1% |
| 3M | -0.3% | -39.2% | +38.9% | +5.3% |
| 6M | +7.4% | -33.0% | +40.4% | +10.3% |
| YTD | +13.4% | +22.3% | -8.9% | +7.6% |
| 1Y | +14.8% | +42.7% | -27.9% | +7.3% |
| All | +14.8% | +40.1% | -25.3% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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