+12.1%
IVV vs WY
-6.3%
+18.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.3% |
| 7D | +3.3% | -5.4% | +8.7% | +3.6% |
| 30D | -2.7% | +7.9% | -10.5% | -3.0% |
| 3M | -1.7% | -16.6% | +14.9% | -0.2% |
| 6M | +3.2% | -11.2% | +14.4% | +3.9% |
| YTD | +12.0% | -11.3% | +23.3% | +12.3% |
| 1Y | +12.1% | -5.5% | +17.7% | +11.6% |
| All | +12.1% | -6.3% | +18.4% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling