+310.3%
IVV vs TRU
+183.1%
+127.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +2.6% | 0.0% | +2.5% | +2.6% |
| 30D | -2.0% | +21.3% | -23.3% | -8.3% |
| 3M | -2.8% | +0.2% | -3.0% | -3.7% |
| 6M | +2.2% | +22.4% | -20.2% | -6.1% |
| YTD | +11.5% | -4.8% | +16.4% | +10.0% |
| 1Y | +13.5% | -0.2% | +13.7% | +10.0% |
| 3Y | +78.1% | +57.9% | +20.2% | +38.5% |
| 5Y | +73.1% | -26.1% | +99.3% | +75.3% |
| All | +310.3% | +183.1% | +127.2% | +186.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling