+82.3%
IVV vs SU
+360.6%
-278.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.7% |
| 7D | -0.4% | +1.6% | -1.9% | -0.6% |
| 30D | -1.4% | +10.7% | -12.1% | -3.2% |
| 3M | +3.7% | +13.5% | -9.8% | +1.1% |
| 6M | +13.0% | +21.8% | -8.8% | +8.1% |
| YTD | +12.4% | +58.8% | -46.4% | +1.7% |
| 1Y | +18.6% | +72.0% | -53.4% | +5.3% |
| 3Y | +78.1% | +121.7% | -43.6% | +48.2% |
| 5Y | +82.3% | +350.4% | -268.1% | +31.6% |
| All | +82.3% | +360.6% | -278.3% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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