+542.4%
QQQ vs IVV
+310.9%
+231.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | +6.4% | +3.3% | +3.0% | +2.4% |
| 30D | -7.5% | -2.7% | -4.8% | -4.3% |
| 3M | -4.8% | -1.7% | -3.1% | -2.6% |
| 6M | -2.5% | +3.2% | -5.6% | -5.4% |
| YTD | +12.4% | +12.0% | +0.4% | -0.6% |
| 1Y | +11.3% | +12.1% | -0.8% | -1.6% |
| 3Y | +85.0% | +78.6% | +6.3% | -2.8% |
| 5Y | +79.6% | +73.8% | +5.8% | -1.4% |
| All | +542.4% | +310.9% | +231.5% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 IVV 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