+73.8%
IVV vs WFC
+91.5%
-17.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +3.3% | +1.7% | +1.6% | +2.8% |
| 30D | -2.7% | +6.8% | -9.5% | -4.7% |
| 3M | -1.7% | -3.0% | +1.3% | -0.9% |
| 6M | +3.2% | +15.4% | -12.3% | -2.1% |
| YTD | +12.0% | -5.9% | +17.9% | +13.3% |
| 1Y | +12.1% | +1.7% | +10.5% | +10.3% |
| 3Y | +78.6% | +124.9% | -46.3% | +28.3% |
| 5Y | +73.8% | +90.5% | -16.6% | +30.5% |
| All | +73.8% | +91.5% | -17.7% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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