+14.8%
IVV vs XLK
+19.7%
-4.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -0.7% | -7.6% | +6.9% | +2.4% |
| 30D | -1.0% | -12.2% | +11.1% | +4.1% |
| 3M | -0.3% | -5.5% | +5.1% | +1.7% |
| 6M | +7.4% | +9.2% | -1.8% | +1.4% |
| YTD | +13.4% | +23.0% | -9.7% | -0.1% |
| 1Y | +14.8% | +20.7% | -5.9% | +2.1% |
| All | +14.8% | +19.7% | -4.9% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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