+13.5%
IVV vs WM
+21.5%
-8.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | +2.6% | +3.2% | -0.6% | +3.1% |
| 30D | -2.0% | +13.0% | -15.0% | -0.1% |
| 3M | -2.8% | +9.2% | -12.0% | -1.4% |
| 6M | +2.2% | +13.6% | -11.5% | +4.2% |
| YTD | +11.5% | +12.4% | -0.9% | +13.4% |
| 1Y | +13.5% | +21.2% | -7.7% | +16.2% |
| All | +13.5% | +21.5% | -8.0% | +16.2% |
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