+1,053.9%
IVV vs TRI
+578.0%
+475.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.8% | +6.1% | +3.9% |
| 7D | +0.1% | -11.4% | +11.5% | +4.5% |
| 30D | -3.3% | +4.9% | -8.2% | -6.1% |
| 3M | -2.4% | +7.0% | -9.4% | -6.9% |
| 6M | +2.6% | +18.2% | -15.6% | -8.9% |
| YTD | +11.3% | -14.8% | +26.1% | +11.6% |
| 1Y | +13.4% | -18.0% | +31.4% | +15.7% |
| 3Y | +80.3% | -12.0% | +92.3% | +72.8% |
| 5Y | +72.7% | -0.8% | +73.5% | +54.9% |
| 10Y | +309.6% | +220.1% | +89.5% | +106.0% |
| All | +1,053.9% | +578.0% | +475.9% | +235.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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