+20.1%
IVV vs NET
+36.1%
-16.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | -0.3% |
| 7D | +0.1% | -7.0% | +7.1% | +0.6% |
| 30D | +0.1% | -4.8% | +4.9% | +0.3% |
| 3M | +2.0% | +3.8% | -1.8% | +1.5% |
| 6M | +13.0% | +50.0% | -37.0% | +8.5% |
| YTD | +13.6% | +41.5% | -27.9% | +9.2% |
| 1Y | +20.1% | +32.8% | -12.8% | +16.1% |
| All | +20.1% | +36.1% | -16.0% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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