+76.7%
IVV vs TPG
+92.2%
-15.5%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.1% |
| 7D | +0.1% | -2.4% | +2.6% | +0.8% |
| 30D | +0.1% | +11.1% | -11.0% | -3.0% |
| 3M | +2.0% | +26.3% | -24.3% | -4.9% |
| 6M | +13.0% | +18.3% | -5.3% | +6.9% |
| YTD | +13.6% | -14.4% | +28.0% | +17.3% |
| 1Y | +20.1% | -6.7% | +26.8% | +20.2% |
| 3Y | +77.6% | +111.5% | -33.9% | +33.4% |
| All | +76.7% | +92.2% | -15.5% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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