+73.5%
IVV vs TT
+137.3%
-63.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.4% | -0.4% |
| 7D | -0.6% | +0.8% | -1.4% | -0.9% |
| 30D | -3.7% | -11.8% | +8.1% | +0.8% |
| 3M | -2.7% | -11.6% | +8.8% | +1.6% |
| 6M | +2.2% | -9.3% | +11.6% | +5.2% |
| YTD | +10.9% | +8.9% | +2.0% | +5.1% |
| 1Y | +11.3% | -2.2% | +13.6% | +10.3% |
| 3Y | +76.9% | +91.9% | -15.0% | +26.5% |
| 5Y | +73.5% | +136.0% | -62.5% | +1.7% |
| All | +73.5% | +137.3% | -63.8% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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