+1,037.0%
IVV vs SPXU
-100.0%
+1,137.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | 0.0% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | +0.1% | +0.8% | -0.8% | +0.5% |
| 3M | +2.0% | -4.7% | +6.7% | +1.3% |
| 6M | +13.0% | -29.6% | +42.7% | +2.5% |
| YTD | +13.6% | -29.9% | +43.5% | +3.3% |
| 1Y | +20.1% | -39.1% | +59.2% | +5.0% |
| 3Y | +77.6% | -80.0% | +157.6% | +18.4% |
| 5Y | +82.5% | -86.0% | +168.5% | +25.8% |
| 10Y | +316.5% | -99.5% | +416.1% | +31.5% |
| All | +1,037.0% | -100.0% | +1,137.0% | +28.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling