+82.2%
IVV vs VIAV
+132.3%
-50.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +11.2% | -11.8% | -2.3% |
| 7D | +0.5% | +11.3% | -10.8% | -1.2% |
| 30D | -1.0% | -1.0% | 0.0% | -1.3% |
| 3M | +3.9% | -20.5% | +24.4% | +6.2% |
| 6M | +14.5% | +39.0% | -24.5% | +4.3% |
| YTD | +12.9% | +117.5% | -104.5% | -7.4% |
| 1Y | +19.4% | +233.8% | -214.4% | -12.1% |
| 3Y | +78.8% | +295.4% | -216.6% | +23.1% |
| 5Y | +82.2% | +134.3% | -52.1% | +47.7% |
| All | +82.2% | +132.3% | -50.1% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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