+669.9%
IVV vs VEU
+176.1%
+493.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.8% | -0.4% | +0.1% |
| 7D | +0.1% | +0.8% | -0.7% | -0.5% |
| 30D | -3.3% | -1.6% | -1.7% | -2.0% |
| 3M | -2.4% | -4.2% | +1.8% | +0.9% |
| 6M | +2.6% | -1.5% | +4.1% | +3.6% |
| YTD | +11.3% | +11.7% | -0.4% | +1.3% |
| 1Y | +13.4% | +15.6% | -2.1% | +0.4% |
| 3Y | +80.3% | +71.7% | +8.5% | +16.3% |
| 5Y | +72.7% | +49.5% | +23.2% | +24.4% |
| 10Y | +309.6% | +145.6% | +164.0% | +102.5% |
| All | +669.9% | +176.1% | +493.8% | +228.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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