+322.1%
IVV vs XYZ
+580.4%
-258.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.2% |
| 7D | -0.4% | -3.7% | +3.4% | +0.4% |
| 30D | -1.4% | +0.5% | -1.9% | -1.6% |
| 3M | +3.7% | +16.3% | -12.6% | +0.3% |
| 6M | +13.0% | +21.1% | -8.1% | +8.1% |
| YTD | +12.4% | +22.0% | -9.5% | +6.7% |
| 1Y | +18.6% | +5.2% | +13.5% | +15.3% |
| 3Y | +78.1% | +49.6% | +28.5% | +54.0% |
| 5Y | +82.3% | -68.4% | +150.7% | +98.3% |
| 10Y | +322.1% | +604.5% | -282.4% | +164.7% |
| All | +322.1% | +580.4% | -258.3% | +164.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 10y: compounded portfolio wealth divided by compounded XYZ 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…
10y analysis · Full analysis span regression · 6 months rolling