+12.5%
IVV vs PFE
+28.3%
-15.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.3% |
| 7D | -0.9% | -3.0% | +2.0% | -0.6% |
| 30D | -2.3% | +5.2% | -7.6% | -2.8% |
| 3M | -1.2% | +12.2% | -13.4% | -2.3% |
| 6M | +3.3% | +17.8% | -14.5% | +1.6% |
| YTD | +12.3% | +26.2% | -13.9% | +9.0% |
| 1Y | +12.5% | +23.2% | -10.7% | +9.5% |
| All | +12.5% | +28.3% | -15.8% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 PFE 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