+82.2%
IVV vs TRV
+156.0%
-73.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.4% |
| 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% | -2.2% |
| 6M | +14.5% | +20.3% | -5.8% | +8.5% |
| YTD | +12.9% | +27.1% | -14.1% | +5.2% |
| 1Y | +19.4% | +35.3% | -16.0% | +8.9% |
| 3Y | +78.8% | +139.8% | -61.0% | +32.5% |
| 5Y | +82.2% | +153.9% | -71.7% | +30.3% |
| All | +82.2% | +156.0% | -73.8% | +30.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling