+94.4%
QQQ vs IVV
+82.2%
+12.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.7% |
| 7D | +1.5% | +0.5% | +1.0% | +0.9% |
| 30D | -0.6% | -1.0% | +0.3% | +0.6% |
| 3M | +0.4% | +3.9% | -3.4% | -4.1% |
| 6M | +20.1% | +14.5% | +5.6% | +1.5% |
| YTD | +17.2% | +12.9% | +4.3% | +0.9% |
| 1Y | +24.7% | +19.4% | +5.3% | +0.2% |
| 3Y | +96.2% | +78.8% | +17.4% | -4.9% |
| 5Y | +94.4% | +82.2% | +12.2% | -5.7% |
| All | +94.4% | +82.2% | +12.2% | -5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling