+313.4%
IVV vs UUUU
+391.5%
-78.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.8% | -1.5% | +1.0% |
| 7D | -0.9% | -3.5% | +2.6% | -0.6% |
| 30D | -2.3% | -28.3% | +25.9% | +0.7% |
| 3M | -1.2% | -53.1% | +52.0% | +5.9% |
| 6M | +3.3% | -68.6% | +71.9% | +14.4% |
| YTD | +12.3% | -52.3% | +64.7% | +17.3% |
| 1Y | +12.5% | -55.8% | +68.3% | +17.9% |
| 3Y | +79.2% | -12.3% | +91.4% | +65.5% |
| 5Y | +75.6% | -36.9% | +112.5% | +60.6% |
| 10Y | +313.4% | +388.0% | -74.6% | +176.1% |
| All | +313.4% | +391.5% | -78.1% | +176.1% |
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