+76.9%
IVV vs SE
+74.0%
+2.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.2% |
| 7D | -0.6% | 0.0% | -0.6% | -0.6% |
| 30D | -3.7% | -19.4% | +15.7% | -1.2% |
| 3M | -2.7% | -33.1% | +30.4% | +1.8% |
| 6M | +2.2% | -11.4% | +13.7% | +2.7% |
| YTD | +10.9% | -39.8% | +50.7% | +16.6% |
| 1Y | +11.3% | -50.5% | +61.8% | +20.1% |
| 3Y | +76.9% | +68.9% | +8.0% | +70.1% |
| All | +76.9% | +74.0% | +2.9% | +70.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling