+18.4%
U vs IVZ
+30.5%
-12.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.2% | +0.7% | +2.0% |
| 7D | +7.5% | +2.6% | +4.8% | +5.6% |
| 30D | -7.0% | -3.5% | -3.6% | -4.8% |
| 3M | +20.6% | -7.4% | +27.9% | +26.4% |
| 6M | +53.2% | +14.7% | +38.5% | +35.1% |
| YTD | -3.9% | +14.6% | -18.5% | -12.2% |
| 1Y | +18.4% | +30.7% | -12.3% | -1.2% |
| All | +18.4% | +30.5% | -12.2% | -1.2% |
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