+27.3%
V vs IVZ
+25.3%
+2.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | +0.6% | +2.2% | -1.5% | +0.3% |
| 30D | +9.7% | -2.2% | +11.9% | +10.0% |
| 3M | +17.3% | -8.4% | +25.7% | +18.5% |
| 6M | +33.2% | +6.2% | +27.0% | +31.4% |
| YTD | +21.3% | +12.4% | +8.9% | +18.0% |
| 1Y | +27.3% | +26.0% | +1.3% | +20.0% |
| All | +27.3% | +25.3% | +2.0% | +20.0% |
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