+735.7%
IVV vs WU
-19.6%
+755.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.1% |
| 7D | +0.1% | -0.8% | +0.9% | +0.4% |
| 30D | +0.1% | -1.1% | +1.2% | +0.3% |
| 3M | +2.0% | -3.9% | +5.9% | +1.7% |
| 6M | +13.0% | -20.7% | +33.7% | +20.4% |
| YTD | +13.6% | -18.4% | +32.0% | +19.4% |
| 1Y | +20.1% | -8.1% | +28.1% | +19.7% |
| 3Y | +77.6% | -24.2% | +101.8% | +85.6% |
| 5Y | +82.5% | -50.4% | +132.9% | +119.4% |
| 10Y | +316.5% | -40.0% | +356.6% | +348.0% |
| All | +735.7% | -19.6% | +755.3% | +610.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling