+14.8%
IVV vs QS
-71.4%
+86.2%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +7.5% | -5.9% | +0.8% |
| 7D | -0.7% | +4.5% | -5.2% | -1.2% |
| 30D | -1.0% | -4.1% | +3.1% | -0.7% |
| 3M | -0.3% | -22.1% | +21.8% | +2.2% |
| 6M | +7.4% | -38.4% | +45.7% | +12.0% |
| YTD | +13.4% | -57.5% | +70.9% | +21.0% |
| 1Y | +14.8% | -71.3% | +86.1% | +26.7% |
| All | +14.8% | -71.4% | +86.2% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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