+18.6%
IVV vs MO
+10.3%
+8.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.5% |
| 7D | -0.4% | -2.4% | +2.0% | -0.6% |
| 30D | -1.4% | +3.6% | -5.0% | -0.9% |
| 3M | +3.7% | -3.7% | +7.4% | +3.3% |
| 6M | +13.0% | +4.5% | +8.5% | +13.4% |
| YTD | +12.4% | +21.5% | -9.1% | +13.6% |
| 1Y | +18.6% | +9.5% | +9.1% | +17.7% |
| All | +18.6% | +10.3% | +8.3% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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