+75.4%
IVV vs XYZ
+73.8%
+1.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | +0.1% |
| 7D | -2.7% | +12.1% | -14.8% | -4.7% |
| 30D | -5.4% | +12.4% | -17.7% | -7.3% |
| 3M | -4.1% | +8.2% | -12.2% | -5.6% |
| 6M | +0.7% | +20.7% | -20.0% | -3.0% |
| YTD | +8.7% | +31.3% | -22.6% | +2.5% |
| 1Y | +11.0% | +20.5% | -9.5% | +6.0% |
| 3Y | +75.4% | +72.6% | +2.8% | +51.4% |
| All | +75.4% | +73.8% | +1.7% | +51.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling