+735.8%
IVV vs WWD
+9,805.7%
-9,069.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -6.0% | +1.6% | -2.7% |
| 7D | -4.8% | -2.6% | -2.2% | -4.1% |
| 30D | -5.9% | -7.7% | +1.8% | -3.9% |
| 3M | -4.5% | -17.7% | +13.2% | +0.5% |
| 6M | +1.8% | -15.9% | +17.7% | +5.9% |
| YTD | +8.4% | +1.8% | +6.6% | +5.8% |
| 1Y | +9.4% | +17.4% | -8.0% | +2.1% |
| 3Y | +75.3% | +137.1% | -61.8% | +31.2% |
| 5Y | +67.8% | +162.4% | -94.6% | +20.0% |
| 10Y | +314.2% | +452.5% | -138.3% | +124.7% |
| All | +735.8% | +9,805.7% | -9,069.8% | +143.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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