+67.8%
IVV vs MSCI
+4.3%
+63.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.7% | -1.7% | -3.5% |
| 7D | -4.8% | +6.0% | -10.8% | -6.5% |
| 30D | -5.9% | +18.2% | -24.1% | -10.9% |
| 3M | -4.5% | +15.1% | -19.6% | -8.9% |
| 6M | +1.8% | +13.7% | -11.9% | -3.2% |
| YTD | +8.4% | +15.6% | -7.2% | +1.7% |
| 1Y | +9.4% | +16.3% | -6.9% | +2.3% |
| 3Y | +75.3% | +36.9% | +38.4% | +49.6% |
| 5Y | +67.8% | +6.3% | +61.5% | +49.8% |
| All | +67.8% | +4.3% | +63.4% | +49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling