+310.3%
IVV vs MSCI
+811.9%
-501.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.8% | -0.9% |
| 7D | +2.6% | +3.0% | -0.4% | +1.4% |
| 30D | -2.0% | +17.8% | -19.8% | -7.9% |
| 3M | -2.8% | +15.2% | -18.0% | -8.0% |
| 6M | +2.2% | +16.5% | -14.3% | -4.6% |
| YTD | +11.5% | +16.4% | -4.8% | +3.3% |
| 1Y | +13.5% | +16.8% | -3.3% | +4.9% |
| 3Y | +78.1% | +35.8% | +42.3% | +50.5% |
| 5Y | +73.1% | +7.0% | +66.1% | +56.2% |
| All | +310.3% | +811.9% | -501.5% | +68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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