+12.5%
IVV vs PSX
+90.8%
-78.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.2% | -1.9% | +1.4% |
| 7D | -0.9% | -0.4% | -0.6% | -1.0% |
| 30D | -2.3% | -8.1% | +5.7% | -2.9% |
| 3M | -1.2% | +15.9% | -17.1% | -0.3% |
| 6M | +3.3% | +49.4% | -46.1% | +5.9% |
| YTD | +12.3% | +104.7% | -92.3% | +13.7% |
| 1Y | +12.5% | +89.1% | -76.6% | +14.5% |
| All | +12.5% | +90.8% | -78.3% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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