+83.1%
IVV vs QID
-80.8%
+163.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | -0.5% |
| 7D | +0.1% | -0.6% | +0.8% | -0.1% |
| 30D | +0.1% | 0.0% | +0.1% | +0.2% |
| 3M | +2.0% | +3.7% | -1.7% | +4.7% |
| 6M | +13.0% | -29.9% | +42.9% | +1.7% |
| YTD | +13.6% | -28.8% | +42.4% | +3.2% |
| 1Y | +20.1% | -37.2% | +57.3% | +5.1% |
| 3Y | +77.6% | -73.7% | +151.3% | +23.9% |
| All | +83.1% | -80.8% | +163.8% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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