+11.3%
IVV vs VSXY
+210.1%
-198.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.1% | -0.3% |
| 7D | -0.6% | +10.2% | -10.8% | -1.0% |
| 30D | -3.7% | +33.6% | -37.3% | -4.6% |
| 3M | -2.7% | +10.8% | -13.5% | -3.2% |
| 6M | +2.2% | +130.5% | -128.3% | -1.9% |
| YTD | +10.9% | +104.4% | -93.5% | +6.4% |
| 1Y | +11.3% | +216.5% | -205.2% | +4.3% |
| All | +11.3% | +210.1% | -198.8% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 1y: compounded portfolio wealth divided by compounded VSXY 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…
1y analysis · Full analysis span regression · 6 months rolling