+322.1%
IVV vs TRU
+146.7%
+175.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.2% |
| 7D | -0.4% | -6.5% | +6.1% | +1.7% |
| 30D | -1.4% | -2.5% | +1.1% | -0.8% |
| 3M | +3.7% | +10.4% | -6.7% | -0.5% |
| 6M | +13.0% | +1.6% | +11.4% | +10.8% |
| YTD | +12.4% | -9.7% | +22.1% | +13.7% |
| 1Y | +18.6% | -17.3% | +35.9% | +22.7% |
| 3Y | +78.1% | -1.8% | +79.9% | +64.6% |
| 5Y | +82.3% | -36.2% | +118.5% | +96.3% |
| 10Y | +322.1% | +143.2% | +178.9% | +203.6% |
| All | +322.1% | +146.7% | +175.4% | +203.6% |
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