+11.0%
IVV vs WM
+20.0%
-9.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | 0.0% |
| 7D | -2.7% | +1.2% | -3.9% | -2.5% |
| 30D | -5.4% | +13.1% | -18.4% | -3.5% |
| 3M | -4.1% | +3.6% | -7.7% | -3.5% |
| 6M | +0.7% | +8.1% | -7.3% | +2.1% |
| YTD | +8.7% | +8.9% | -0.2% | +10.2% |
| 1Y | +11.0% | +20.3% | -9.4% | +14.0% |
| All | +11.0% | +20.0% | -9.0% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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