+738.6%
IVV vs TSN
+793.3%
-54.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.1% | +0.5% |
| 7D | -2.7% | +4.6% | -7.3% | -3.7% |
| 30D | -5.4% | +15.4% | -20.8% | -8.5% |
| 3M | -4.1% | +2.9% | -7.0% | -4.9% |
| 6M | +0.7% | -10.8% | +11.5% | +2.8% |
| YTD | +8.7% | +4.5% | +4.3% | +6.6% |
| 1Y | +11.0% | +19.5% | -8.5% | +5.3% |
| 3Y | +75.4% | +42.2% | +33.2% | +57.7% |
| 5Y | +68.3% | -14.2% | +82.5% | +68.8% |
| 10Y | +315.5% | +15.4% | +300.2% | +273.6% |
| All | +738.6% | +793.3% | -54.7% | +337.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 TSN 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