+11.7%
IVV vs TRGP
+60.7%
-49.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.4% | -1.1% | +2.5% |
| 7D | +0.1% | -7.2% | +7.3% | -0.3% |
| 30D | -3.3% | -4.2% | +0.9% | -3.4% |
| 3M | -2.4% | +7.0% | -9.3% | -1.8% |
| 6M | +2.6% | +11.2% | -8.6% | +3.0% |
| YTD | +11.3% | +51.1% | -39.8% | +10.1% |
| All | +11.7% | +60.7% | -49.0% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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