+755.3%
IVV vs TRV
+1,946.5%
-1,191.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.9% |
| 7D | -0.6% | +1.4% | -2.0% | -1.2% |
| 30D | -3.7% | +8.7% | -12.3% | -7.0% |
| 3M | -2.7% | +7.1% | -9.8% | -5.6% |
| 6M | +2.2% | +35.5% | -33.3% | -10.7% |
| YTD | +10.9% | +39.7% | -28.8% | -4.6% |
| 1Y | +11.3% | +44.1% | -32.8% | -5.6% |
| 3Y | +76.9% | +148.1% | -71.2% | +16.5% |
| 5Y | +73.5% | +178.6% | -105.1% | +7.0% |
| 10Y | +307.4% | +352.5% | -45.1% | +96.1% |
| All | +755.3% | +1,946.5% | -1,191.2% | +111.5% |
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