+685.6%
IVV vs UUUU
-92.0%
+777.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.5% |
| 7D | +0.1% | -1.4% | +1.5% | +0.2% |
| 30D | +0.1% | +16.3% | -16.2% | -1.0% |
| 3M | +2.0% | -16.7% | +18.7% | +2.8% |
| 6M | +13.0% | -33.7% | +46.7% | +15.0% |
| YTD | +13.6% | -0.5% | +14.1% | +12.0% |
| 1Y | +20.1% | +28.9% | -8.8% | +15.4% |
| 3Y | +77.6% | +99.9% | -22.3% | +62.4% |
| 5Y | +82.5% | +135.3% | -52.8% | +61.7% |
| 10Y | +316.5% | +518.4% | -201.8% | +230.4% |
| All | +685.6% | -92.0% | +777.6% | +526.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling