+776.1%
IVV vs SU
+1,926.1%
-1,150.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.2% |
| 7D | +0.1% | +3.6% | -3.4% | -0.8% |
| 30D | +0.1% | +7.9% | -7.8% | -1.9% |
| 3M | +2.0% | +3.5% | -1.5% | +0.7% |
| 6M | +13.0% | +19.0% | -5.9% | +7.3% |
| YTD | +13.6% | +55.0% | -41.4% | +0.9% |
| 1Y | +20.1% | +71.2% | -51.1% | +3.8% |
| 3Y | +77.6% | +117.4% | -39.8% | +42.4% |
| 5Y | +82.5% | +335.2% | -252.7% | +18.9% |
| 10Y | +316.5% | +248.7% | +67.8% | +165.4% |
| All | +776.1% | +1,926.1% | -1,150.0% | +307.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling