+72.7%
IVV vs SPXU
-83.1%
+155.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -7.0% | +9.4% | 0.0% |
| 7D | +0.1% | -1.5% | +1.6% | +0.1% |
| 30D | -3.3% | +9.7% | -13.0% | +0.4% |
| 3M | -2.4% | +8.4% | -10.8% | +1.3% |
| 6M | +2.6% | -5.7% | +8.3% | +2.6% |
| YTD | +11.3% | -25.4% | +36.7% | +4.3% |
| 1Y | +13.4% | -28.9% | +42.3% | +5.0% |
| 3Y | +80.3% | -81.2% | +161.5% | +18.3% |
| 5Y | +72.7% | -83.3% | +156.0% | +27.1% |
| All | +72.7% | -83.1% | +155.8% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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