+82.2%
IVV vs WU
-51.1%
+133.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | -0.1% |
| 7D | +0.5% | -0.8% | +1.4% | +0.7% |
| 30D | -1.0% | -1.1% | +0.2% | -0.8% |
| 3M | +3.9% | -1.8% | +5.7% | +3.1% |
| 6M | +14.5% | -23.9% | +38.4% | +20.5% |
| YTD | +12.9% | -20.4% | +33.3% | +17.2% |
| 1Y | +19.4% | -10.6% | +29.9% | +19.7% |
| 3Y | +78.8% | -27.7% | +106.5% | +86.2% |
| 5Y | +82.2% | -51.1% | +133.3% | +107.5% |
| All | +82.2% | -51.1% | +133.3% | +107.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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