+13.5%
IVV vs TRV
+43.0%
-29.5%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +2.6% | +2.0% | +0.5% | +2.6% |
| 30D | -2.0% | +6.7% | -8.7% | -1.6% |
| 3M | -2.8% | +9.4% | -12.1% | -2.2% |
| 6M | +2.2% | +37.7% | -35.6% | +3.8% |
| YTD | +11.5% | +40.6% | -29.1% | +13.0% |
| 1Y | +13.5% | +42.4% | -28.9% | +15.1% |
| All | +13.5% | +43.0% | -29.5% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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