+19.1%
IVV vs TEL
-0.1%
+19.2%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.1% | -0.2% |
| 7D | +0.5% | -1.4% | +2.0% | +0.8% |
| 30D | -1.0% | -4.9% | +3.9% | 0.0% |
| 3M | +3.9% | +0.1% | +3.8% | +3.6% |
| 6M | +14.5% | +0.4% | +14.1% | +12.9% |
| YTD | +12.9% | -8.9% | +21.8% | +13.3% |
| All | +19.1% | -0.1% | +19.2% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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