+11.3%
IVV vs ROIV
+104.3%
-93.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.6% | -0.5% |
| 7D | -0.6% | +14.3% | -14.9% | -1.8% |
| 30D | -3.7% | +16.2% | -19.9% | -4.9% |
| 3M | -2.7% | +15.1% | -17.8% | -4.1% |
| 6M | +2.2% | +44.2% | -42.0% | -1.9% |
| YTD | +10.9% | +89.8% | -78.9% | +3.8% |
| 1Y | +11.3% | +94.6% | -83.3% | +4.1% |
| All | +11.3% | +104.3% | -93.0% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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