+82.9%
IVV vs USB
+94.5%
-11.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.0% |
| 7D | -0.7% | +2.4% | -3.1% | -1.5% |
| 30D | -1.0% | +6.6% | -7.6% | -3.1% |
| 3M | -0.3% | -4.1% | +3.8% | +0.9% |
| 6M | +7.4% | +12.5% | -5.1% | +2.8% |
| YTD | +13.4% | +17.6% | -4.3% | +6.4% |
| 1Y | +14.8% | +36.5% | -21.7% | +2.1% |
| All | +82.9% | +94.5% | -11.6% | +45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 3y: compounded portfolio wealth divided by compounded USB 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…
3y analysis · Full analysis span regression · 6 months rolling