+68.2%
IVV vs SYY
+7.8%
+60.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.8% | -0.3% |
| 7D | -2.7% | -7.3% | +4.6% | -0.8% |
| 30D | -5.4% | +0.1% | -5.5% | -5.7% |
| 3M | -4.1% | -8.2% | +4.2% | -2.0% |
| 6M | +0.7% | +6.3% | -5.5% | -1.9% |
| YTD | +8.7% | +7.3% | +1.4% | +4.0% |
| 1Y | +11.0% | +8.5% | +2.5% | +5.5% |
| 3Y | +75.4% | +24.9% | +50.5% | +52.9% |
| All | +68.2% | +7.8% | +60.4% | +55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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