+73.1%
IVV vs U
-73.3%
+146.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.2% | -5.7% | -1.0% |
| 7D | +2.6% | +2.6% | 0.0% | +2.2% |
| 30D | -2.0% | +27.6% | -29.6% | -5.0% |
| 3M | -2.8% | +15.3% | -18.1% | -4.8% |
| 6M | +2.2% | +96.4% | -94.2% | -6.5% |
| YTD | +11.5% | +19.6% | -8.0% | +6.4% |
| 1Y | +13.5% | +42.1% | -28.6% | +5.8% |
| 3Y | +78.1% | +87.5% | -9.4% | +52.0% |
| All | +73.1% | -73.3% | +146.4% | +73.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling