+60.9%
IVZ vs MDY
+170.4%
-109.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -1.3% |
| 7D | +1.1% | +1.0% | +0.1% | -0.3% |
| 30D | +3.1% | -3.1% | +6.2% | +7.8% |
| 3M | +18.2% | +1.8% | +16.3% | +15.5% |
| 6M | +38.6% | +10.8% | +27.8% | +20.6% |
| YTD | +25.9% | +14.4% | +11.5% | +5.3% |
| 1Y | +51.7% | +15.2% | +36.5% | +25.8% |
| 3Y | +138.7% | +51.2% | +87.5% | +39.2% |
| 5Y | +62.8% | +47.2% | +15.5% | +0.8% |
| 10Y | +60.9% | +171.1% | -110.2% | -53.8% |
| All | +60.9% | +170.4% | -109.5% | -53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MDY 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling