+80.3%
IVV vs TRV
+145.3%
-65.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +0.1% | -0.9% | +1.0% | +0.2% |
| 30D | -3.3% | +7.2% | -10.5% | -4.3% |
| 3M | -2.4% | +3.2% | -5.6% | -2.9% |
| 6M | +2.6% | +33.6% | -31.0% | -2.6% |
| YTD | +11.3% | +37.8% | -26.5% | +4.8% |
| 1Y | +13.4% | +43.4% | -30.0% | +5.8% |
| 3Y | +80.3% | +146.7% | -66.4% | +61.3% |
| All | +80.3% | +145.3% | -65.0% | +61.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling