+73.1%
IVV vs MPC
+600.5%
-527.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | +2.6% | +11.2% | -8.7% | +0.7% |
| 30D | -2.0% | -14.5% | +12.5% | +0.4% |
| 3M | -2.8% | +16.7% | -19.4% | -5.9% |
| 6M | +2.2% | +67.6% | -65.4% | -8.0% |
| YTD | +11.5% | +157.9% | -146.4% | -9.4% |
| 1Y | +13.5% | +116.7% | -103.2% | -4.1% |
| 3Y | +78.1% | +199.8% | -121.7% | +35.2% |
| All | +73.1% | +600.5% | -527.4% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 5y: compounded portfolio wealth divided by compounded MPC 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…
5y analysis · Full analysis span regression · 6 months rolling