+31.9%
IVV vs ZYBT
-58.4%
+90.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.4% |
| 7D | -0.4% | -3.7% | +3.3% | -0.4% |
| 30D | -1.4% | -12.8% | +11.4% | -1.4% |
| 3M | +3.7% | +76.2% | -72.5% | +3.7% |
| 6M | +13.0% | +109.3% | -96.3% | +12.2% |
| YTD | +12.4% | +36.5% | -24.1% | +12.3% |
| 1Y | +18.6% | -84.0% | +102.6% | +21.5% |
| All | +31.9% | -58.4% | +90.2% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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