+75.4%
IVV vs PSX
+131.4%
-56.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.9% | +0.4% |
| 7D | -2.7% | -13.1% | +10.4% | -0.8% |
| 30D | -5.4% | -9.5% | +4.2% | -4.2% |
| 3M | -4.1% | +20.2% | -24.3% | -7.3% |
| 6M | +0.7% | +44.9% | -44.2% | -6.0% |
| YTD | +8.7% | +94.4% | -85.7% | -5.8% |
| 1Y | +11.0% | +83.1% | -72.1% | -2.6% |
| 3Y | +75.4% | +132.2% | -56.7% | +42.2% |
| All | +75.4% | +131.4% | -56.0% | +42.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling