+83.1%
IVV vs ROIV
+250.7%
-167.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.5% |
| 7D | +0.1% | +0.6% | -0.5% | +0.1% |
| 30D | +0.1% | +1.0% | -0.9% | 0.0% |
| 3M | +2.0% | +18.3% | -16.3% | +0.6% |
| 6M | +13.0% | +18.3% | -5.3% | +11.3% |
| YTD | +13.6% | +61.0% | -47.4% | +9.0% |
| 1Y | +20.1% | +177.9% | -157.8% | +10.4% |
| 3Y | +77.6% | +199.1% | -121.5% | +60.9% |
| All | +83.1% | +250.7% | -167.6% | +51.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling