+310.3%
IVV vs UUUU
+370.7%
-60.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | -0.3% |
| 7D | +2.6% | -1.1% | +3.6% | +2.6% |
| 30D | -2.0% | -21.0% | +19.0% | +0.1% |
| 3M | -2.8% | -54.8% | +52.0% | +4.6% |
| 6M | +2.2% | -67.3% | +69.5% | +12.7% |
| YTD | +11.5% | -54.7% | +66.2% | +17.0% |
| 1Y | +13.5% | -57.4% | +70.9% | +19.4% |
| 3Y | +78.1% | -19.6% | +97.7% | +66.0% |
| 5Y | +73.1% | -40.0% | +113.2% | +59.1% |
| All | +310.3% | +370.7% | -60.4% | +175.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling