+72.7%
IVV vs PFE
-21.9%
+94.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +2.5% |
| 7D | +0.1% | -4.7% | +4.8% | +1.0% |
| 30D | -3.3% | +3.4% | -6.7% | -3.9% |
| 3M | -2.4% | +9.2% | -11.6% | -4.1% |
| 6M | +2.6% | +15.8% | -13.2% | -0.3% |
| YTD | +11.3% | +23.4% | -12.2% | +6.6% |
| 1Y | +13.4% | +25.8% | -12.4% | +8.2% |
| 3Y | +80.3% | +17.8% | +62.4% | +71.5% |
| 5Y | +72.7% | -20.2% | +92.9% | +89.9% |
| All | +72.7% | -21.9% | +94.6% | +89.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling