+310.3%
IVV vs MKTX
+12.8%
+297.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +2.6% | +0.2% | +2.3% | +2.5% |
| 30D | -2.0% | +0.9% | -2.9% | -2.2% |
| 3M | -2.8% | +2.6% | -5.4% | -3.2% |
| 6M | +2.2% | +20.4% | -18.3% | -2.0% |
| YTD | +11.5% | -7.1% | +18.6% | +12.2% |
| 1Y | +13.5% | -2.8% | +16.3% | +13.0% |
| 3Y | +78.1% | -21.7% | +99.8% | +80.3% |
| 5Y | +73.1% | -54.5% | +127.6% | +94.2% |
| All | +310.3% | +12.8% | +297.5% | +282.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 10y: compounded portfolio wealth divided by compounded MKTX 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…
10y analysis · Full analysis span regression · 6 months rolling