+47.4%
TER vs IVZ
+22.9%
+24.6%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.4% | -7.7% | -7.3% |
| 7D | +14.4% | +7.6% | +6.7% | +7.8% |
| 30D | -30.6% | +4.3% | -34.9% | -32.5% |
| 3M | -39.2% | -9.3% | -29.8% | -34.3% |
| 6M | -31.3% | +5.2% | -36.5% | -33.3% |
| YTD | +29.1% | +13.4% | +15.6% | +13.3% |
| 1Y | +47.4% | +25.4% | +22.1% | +22.8% |
| All | +47.4% | +22.9% | +24.6% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling