+12.1%
IVV vs SPOT
-6.6%
+18.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | -0.3% |
| 7D | +3.3% | -2.6% | +5.9% | +3.4% |
| 30D | -2.7% | +13.5% | -16.1% | -2.8% |
| 3M | -1.7% | +22.2% | -23.9% | -2.2% |
| 6M | +3.2% | +38.3% | -35.1% | +1.9% |
| YTD | +12.0% | +3.1% | +8.9% | +13.1% |
| 1Y | +12.1% | -7.6% | +19.7% | +14.5% |
| All | +12.1% | -6.6% | +18.8% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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