+73.1%
IVV vs PSLV
+79.9%
-6.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | -0.1% |
| 7D | +2.6% | -6.3% | +8.9% | +3.4% |
| 30D | -2.0% | -12.7% | +10.7% | -0.4% |
| 3M | -2.8% | -24.7% | +22.0% | +0.4% |
| 6M | +2.2% | -44.6% | +46.8% | +8.9% |
| YTD | +11.5% | -33.3% | +44.8% | +13.0% |
| 1Y | +13.5% | -8.6% | +22.1% | +8.9% |
| 3Y | +78.1% | +108.2% | -30.1% | +45.5% |
| All | +73.1% | +79.9% | -6.9% | +39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling