+17.6%
IVV vs PSLV
+50.0%
-32.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.3% | +4.7% | -0.2% |
| 7D | -2.0% | -4.9% | +2.9% | -1.6% |
| 30D | -1.6% | -1.9% | +0.2% | -1.5% |
| 3M | +4.8% | +4.2% | +0.6% | +4.3% |
| 6M | +12.6% | -27.6% | +40.2% | +14.1% |
| YTD | +11.8% | -11.7% | +23.4% | +11.1% |
| 1Y | +17.6% | +49.3% | -31.8% | +11.0% |
| All | +17.6% | +50.0% | -32.4% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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