+11.0%
IVV vs SE
-52.2%
+63.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -2.7% | +2.0% | -4.7% | -2.8% |
| 30D | -5.4% | -20.0% | +14.6% | -3.7% |
| 3M | -4.1% | -31.8% | +27.7% | -1.4% |
| 6M | +0.7% | -15.9% | +16.6% | +1.3% |
| YTD | +8.7% | -40.6% | +49.4% | +12.1% |
| 1Y | +11.0% | -50.7% | +61.7% | +16.4% |
| All | +11.0% | -52.2% | +63.1% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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