+41.5%
IVZ vs UUUU
+370.7%
-329.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.3% | +3.7% | +2.6% |
| 7D | +7.6% | -1.1% | +8.7% | +7.7% |
| 30D | +4.3% | -21.0% | +25.3% | +8.0% |
| 3M | -9.3% | -54.8% | +45.5% | +1.5% |
| 6M | +5.2% | -67.3% | +72.6% | +22.6% |
| YTD | +13.4% | -54.7% | +68.1% | +22.4% |
| 1Y | +25.4% | -57.4% | +82.8% | +35.8% |
| 3Y | +152.5% | -19.6% | +172.1% | +128.7% |
| 5Y | +36.7% | -40.0% | +76.7% | +22.3% |
| All | +41.5% | +370.7% | -329.2% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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