+900.9%
IVV vs VTI
+964.9%
-64.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +0.1% | 0.0% | +0.1% | 0.0% |
| 3M | +2.0% | +2.0% | 0.0% | 0.0% |
| 6M | +13.0% | +13.0% | +0.1% | +0.3% |
| YTD | +13.6% | +13.9% | -0.3% | -0.1% |
| 1Y | +20.1% | +20.0% | +0.1% | +0.4% |
| 3Y | +77.6% | +75.8% | +1.8% | +2.0% |
| 5Y | +82.5% | +73.8% | +8.6% | +5.7% |
| 10Y | +316.5% | +297.5% | +19.1% | +7.2% |
| All | +900.9% | +964.9% | -64.0% | -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