+11.7%
IVV vs U
+24.0%
-12.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.4% |
| 7D | +0.1% | +32.3% | -32.2% | -1.6% |
| 30D | -3.3% | +9.7% | -13.0% | -3.8% |
| 3M | -2.4% | +19.6% | -22.0% | -3.5% |
| 6M | +2.6% | +82.6% | -80.0% | -1.5% |
| YTD | +11.3% | +16.4% | -5.1% | +8.7% |
| All | +11.7% | +24.0% | -12.3% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 1y: compounded portfolio wealth divided by compounded U 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…
1y analysis · Full analysis span regression · 6 months rolling