+103.5%
V vs IVV
+72.8%
+30.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | +0.6% | -0.6% | +1.2% | +1.1% |
| 30D | +9.7% | -3.7% | +13.4% | +12.9% |
| 3M | +17.3% | -2.7% | +20.0% | +19.7% |
| 6M | +33.2% | +2.2% | +31.0% | +30.0% |
| YTD | +21.3% | +10.9% | +10.4% | +10.3% |
| 1Y | +27.3% | +11.3% | +16.0% | +15.4% |
| 3Y | +76.1% | +76.9% | -0.8% | +4.0% |
| 5Y | +103.5% | +73.5% | +30.0% | +22.2% |
| All | +103.5% | +72.8% | +30.7% | +22.2% |
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 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