+12.1%
IVV vs RCL
+24.4%
-12.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.9% | +3.6% | +0.2% |
| 7D | +3.3% | -0.2% | +3.6% | +3.4% |
| 30D | -2.7% | +14.4% | -17.0% | -4.3% |
| 3M | -1.7% | +5.2% | -6.9% | -2.4% |
| 6M | +3.2% | +26.1% | -23.0% | 0.0% |
| YTD | +12.0% | +17.4% | -5.4% | +8.8% |
| 1Y | +12.1% | +24.7% | -12.6% | +8.1% |
| All | +12.1% | +24.4% | -12.3% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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