+14.8%
IVV vs XLY
+3.2%
+11.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.3% | -2.6% | -0.5% |
| 7D | -0.7% | +6.1% | -6.8% | -3.6% |
| 30D | -1.0% | +10.8% | -11.8% | -6.1% |
| 3M | -0.3% | +3.6% | -4.0% | -2.2% |
| 6M | +7.4% | +4.4% | +3.0% | +4.8% |
| YTD | +13.4% | +3.1% | +10.3% | +10.8% |
| 1Y | +14.8% | +3.6% | +11.2% | +11.8% |
| All | +14.8% | +3.2% | +11.6% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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