+68.2%
IVV vs WU
-42.0%
+110.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +0.7% |
| 7D | -2.7% | +11.7% | -14.4% | -5.0% |
| 30D | -5.4% | +12.6% | -18.0% | -7.8% |
| 3M | -4.1% | -0.5% | -3.6% | -4.2% |
| 6M | +0.7% | -18.2% | +18.9% | +4.2% |
| YTD | +8.7% | -19.0% | +27.7% | +12.3% |
| 1Y | +11.0% | -16.7% | +27.7% | +13.6% |
| 3Y | +75.4% | -21.0% | +96.4% | +78.3% |
| All | +68.2% | -42.0% | +110.1% | +87.5% |
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