+19.4%
IVV vs TE
+153.0%
-133.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +10.0% | -10.6% | -0.9% |
| 7D | +0.5% | +18.2% | -17.7% | -0.1% |
| 30D | -1.0% | -13.5% | +12.5% | -0.6% |
| 3M | +3.9% | -44.6% | +48.4% | +5.2% |
| 6M | +14.5% | -24.7% | +39.2% | +14.6% |
| YTD | +12.9% | -24.3% | +37.2% | +12.7% |
| 1Y | +19.4% | +155.6% | -136.2% | +17.7% |
| All | +19.4% | +153.0% | -133.6% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 1y: compounded portfolio wealth divided by compounded TE 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…
1y analysis · Full analysis span regression · 6 months rolling