+73.1%
IVV vs WTW
+55.3%
+17.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.4% | -0.9% |
| 7D | +2.6% | +2.0% | +0.6% | +2.0% |
| 30D | -2.0% | +12.9% | -14.9% | -5.2% |
| 3M | -2.8% | +0.7% | -3.5% | -3.2% |
| 6M | +2.2% | +39.5% | -37.3% | -7.7% |
| YTD | +11.5% | +3.1% | +8.4% | +9.9% |
| 1Y | +13.5% | +4.8% | +8.7% | +11.1% |
| 3Y | +78.1% | +42.9% | +35.1% | +49.4% |
| All | +73.1% | +55.3% | +17.8% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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