+76.1%
IVV vs USB
+23.7%
+52.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +2.9% |
| YTD | +13.4% | +17.6% | -4.3% | +6.8% |
| 1Y | +14.8% | +36.5% | -21.7% | +2.8% |
| 3Y | +83.3% | +95.4% | -12.0% | +43.9% |
| 5Y | +76.1% | +26.1% | +50.0% | +61.2% |
| All | +76.1% | +23.7% | +52.4% | +61.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling