+75.4%
IVV vs SE
+64.9%
+10.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -2.7% | +2.0% | -4.7% | -2.9% |
| 30D | -5.4% | -20.0% | +14.6% | -2.9% |
| 3M | -4.1% | -31.8% | +27.7% | +0.1% |
| 6M | +0.7% | -15.9% | +16.6% | +1.8% |
| YTD | +8.7% | -40.6% | +49.4% | +14.6% |
| 1Y | +11.0% | -50.7% | +61.7% | +19.8% |
| 3Y | +75.4% | +70.3% | +5.1% | +68.6% |
| All | +75.4% | +64.9% | +10.5% | +68.6% |
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