+877.2%
IVV vs VTI
+939.0%
-61.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | 0.0% |
| 7D | -0.6% | -0.4% | -0.1% | -0.2% |
| 30D | -3.7% | -3.2% | -0.4% | -0.5% |
| 3M | -2.7% | -2.9% | +0.2% | +0.1% |
| 6M | +2.2% | +2.4% | -0.2% | -0.1% |
| YTD | +10.9% | +11.2% | -0.3% | 0.0% |
| 1Y | +11.3% | +11.6% | -0.3% | -0.1% |
| 3Y | +76.9% | +76.6% | +0.3% | +1.1% |
| 5Y | +73.5% | +65.3% | +8.2% | +5.6% |
| 10Y | +307.4% | +289.1% | +18.3% | +7.1% |
| All | +877.2% | +939.0% | -61.8% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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