-49.0%
VRT vs IVV
+1.5%
-50.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.1% | +2.6% |
| 7D | -21.4% | -2.7% | -18.7% | -15.1% |
| 30D | -25.8% | -5.4% | -20.4% | -12.7% |
| 3M | -33.5% | -4.1% | -29.5% | -24.6% |
| 6M | -49.0% | +0.7% | -49.8% | -48.2% |
| All | -49.0% | +1.5% | -50.6% | -48.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling