+214.8%
TER vs IVZ
+48.1%
+166.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.1% |
| 7D | +9.4% | -2.4% | +11.8% | +11.3% |
| 30D | -2.4% | +2.5% | -4.9% | -4.4% |
| 3M | +6.5% | +17.1% | -10.5% | -5.8% |
| 6M | +23.2% | +35.1% | -12.0% | -1.7% |
| YTD | +91.5% | +24.3% | +67.2% | +55.9% |
| 1Y | +214.8% | +48.7% | +166.1% | +125.7% |
| All | +214.8% | +48.1% | +166.7% | +125.7% |
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