+758.4%
IVV vs TGT
+716.4%
+42.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.7% | -2.4% | +0.9% |
| 7D | +0.1% | +4.7% | -4.7% | -1.4% |
| 30D | -3.3% | +8.0% | -11.3% | -5.7% |
| 3M | -2.4% | +11.7% | -14.1% | -6.1% |
| 6M | +2.6% | +34.7% | -32.1% | -7.4% |
| YTD | +11.3% | +74.4% | -63.1% | -7.8% |
| 1Y | +13.4% | +89.2% | -75.7% | -8.6% |
| 3Y | +80.3% | +73.4% | +6.9% | +41.8% |
| 5Y | +72.7% | -24.0% | +96.7% | +72.4% |
| 10Y | +309.6% | +225.5% | +84.1% | +135.7% |
| All | +758.4% | +716.4% | +42.0% | +216.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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