+73.1%
IVV vs SE
-78.2%
+151.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.6% |
| 7D | +2.6% | -0.5% | +3.1% | +2.6% |
| 30D | -2.0% | -20.9% | +18.9% | +0.8% |
| 3M | -2.8% | -38.9% | +36.1% | +3.3% |
| 6M | +2.2% | -19.4% | +21.6% | +4.2% |
| YTD | +11.5% | -40.9% | +52.5% | +17.6% |
| 1Y | +13.5% | -46.2% | +59.7% | +21.0% |
| 3Y | +78.1% | +63.7% | +14.4% | +61.4% |
| All | +73.1% | -78.2% | +151.2% | +81.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling