+758.4%
IVV vs TRV
+1,918.0%
-1,159.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +0.1% | -0.9% | +1.0% | +0.5% |
| 30D | -3.3% | +7.2% | -10.5% | -6.1% |
| 3M | -2.4% | +3.2% | -5.6% | -3.9% |
| 6M | +2.6% | +33.6% | -31.0% | -9.8% |
| YTD | +11.3% | +37.8% | -26.5% | -3.7% |
| 1Y | +13.4% | +43.4% | -30.0% | -3.6% |
| 3Y | +80.3% | +146.7% | -66.4% | +19.0% |
| 5Y | +72.7% | +176.1% | -103.4% | +7.0% |
| 10Y | +309.6% | +357.4% | -47.8% | +96.2% |
| All | +758.4% | +1,918.0% | -1,159.6% | +113.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling