+82.2%
IVV vs UUUU
+118.2%
-36.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.7% |
| 7D | +0.5% | +2.8% | -2.3% | +0.2% |
| 30D | -1.0% | +3.4% | -4.4% | -1.4% |
| 3M | +3.9% | -3.9% | +7.7% | +3.7% |
| 6M | +14.5% | -23.2% | +37.7% | +15.9% |
| YTD | +12.9% | +0.6% | +12.4% | +9.8% |
| 1Y | +19.4% | +22.9% | -3.5% | +11.2% |
| 3Y | +78.8% | +98.6% | -19.8% | +49.7% |
| 5Y | +82.2% | +130.2% | -48.0% | +45.5% |
| All | +82.2% | +118.2% | -36.0% | +45.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling