+78.8%
IVV vs TRV
+138.2%
-59.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.5% |
| 7D | +0.5% | +0.5% | 0.0% | +0.4% |
| 30D | -1.0% | -4.9% | +3.9% | -0.2% |
| 3M | +3.9% | +23.7% | -19.9% | -0.2% |
| 6M | +14.5% | +20.3% | -5.8% | +10.5% |
| YTD | +12.9% | +27.1% | -14.1% | +7.7% |
| 1Y | +19.4% | +35.3% | -16.0% | +12.2% |
| 3Y | +78.8% | +139.8% | -61.0% | +55.1% |
| All | +78.8% | +138.2% | -59.4% | +55.1% |
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 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