+1.8%
IVV vs TT
-19.6%
+21.5%
-5.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.4% | 0.0% | -3.3% |
| 7D | -4.8% | -9.0% | +4.2% | -2.7% |
| 30D | -5.9% | -17.6% | +11.7% | -1.8% |
| 3M | -4.5% | -18.7% | +14.1% | -0.2% |
| 6M | +1.8% | -17.4% | +19.3% | +5.5% |
| All | +1.8% | -19.6% | +21.5% | +5.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling