+735.8%
IVV vs RBA
+3,430.2%
-2,694.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -4.3% |
| 7D | -4.8% | +7.3% | -12.1% | -6.5% |
| 30D | -5.9% | +16.9% | -22.9% | -9.8% |
| 3M | -4.5% | -0.5% | -4.0% | -4.8% |
| 6M | +1.8% | -10.4% | +12.3% | +3.7% |
| YTD | +8.4% | -7.2% | +15.6% | +8.9% |
| 1Y | +9.4% | -2.2% | +11.6% | +8.3% |
| 3Y | +75.3% | +43.7% | +31.5% | +55.1% |
| 5Y | +67.8% | +38.7% | +29.1% | +46.6% |
| 10Y | +314.2% | +231.7% | +82.4% | +177.5% |
| All | +735.8% | +3,430.2% | -2,694.4% | +244.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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