+7.4%
IVV vs MPC
+60.2%
-52.8%
-4.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -8.1% | +9.7% | +1.1% |
| 7D | -0.7% | -10.9% | +10.2% | -1.3% |
| 30D | -1.0% | -9.4% | +8.4% | -1.5% |
| 3M | -0.3% | +26.0% | -26.3% | +0.8% |
| 6M | +7.4% | +56.5% | -49.2% | +10.4% |
| All | +7.4% | +60.2% | -52.8% | +10.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling