+27.1%
V vs IVV
+12.4%
+14.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.4% | -2.5% | -0.9% |
| 7D | -0.8% | +0.1% | -0.9% | -0.7% |
| 30D | +9.5% | -3.3% | +12.8% | +10.7% |
| 3M | +16.7% | -2.4% | +19.1% | +17.6% |
| 6M | +32.9% | +2.6% | +30.3% | +31.3% |
| YTD | +21.1% | +11.3% | +9.8% | +13.9% |
| All | +27.1% | +12.4% | +14.7% | +19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling