+8.2%
IVV vs Q
+56.5%
-48.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -7.4% | +2.9% | -3.3% |
| 7D | -4.8% | -10.3% | +5.5% | -3.2% |
| 30D | -5.9% | -17.7% | +11.7% | -3.4% |
| 3M | -4.5% | -18.8% | +14.3% | -1.9% |
| 6M | +1.8% | -24.8% | +26.6% | +4.9% |
| YTD | +8.4% | +35.0% | -26.6% | +1.8% |
| 1Y | +9.4% | +10.7% | -1.3% | +5.6% |
| All | +8.2% | +56.5% | -48.3% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 all: compounded portfolio wealth divided by compounded Q 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…
all analysis · Full analysis span regression · 6 months rolling