+72.7%
IVV vs STT
+108.8%
-36.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.2% | -0.9% | +1.1% |
| 7D | +0.1% | +0.9% | -0.8% | -0.2% |
| 30D | -3.3% | -2.3% | -1.0% | -2.5% |
| 3M | -2.4% | -7.0% | +4.6% | +0.1% |
| 6M | +2.6% | +15.5% | -12.9% | -3.2% |
| YTD | +11.3% | +35.6% | -24.3% | -1.7% |
| 1Y | +13.4% | +47.9% | -34.4% | -3.1% |
| 3Y | +80.3% | +181.1% | -100.8% | +19.1% |
| 5Y | +72.7% | +108.2% | -35.5% | +19.9% |
| All | +72.7% | +108.8% | -36.1% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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