+236.7%
IVV vs SPOT
+227.0%
+9.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.7% | +0.1% |
| 7D | +0.1% | -0.9% | +1.0% | +0.3% |
| 30D | +0.1% | +12.5% | -12.4% | -2.2% |
| 3M | +2.0% | +9.9% | -7.9% | -0.1% |
| 6M | +13.0% | +1.6% | +11.5% | +11.6% |
| YTD | +13.6% | -6.6% | +20.2% | +13.3% |
| 1Y | +20.1% | -22.9% | +43.0% | +24.0% |
| 3Y | +77.6% | +244.3% | -166.7% | +33.0% |
| 5Y | +82.5% | +117.8% | -35.3% | +40.6% |
| All | +236.7% | +227.0% | +9.8% | +109.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling