+22.5%
WMT vs IVV
+13.0%
+9.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | +0.2% |
| 7D | -2.7% | -0.9% | -1.8% | -2.8% |
| 30D | +11.1% | -2.3% | +13.5% | +10.9% |
| 3M | +11.2% | -1.2% | +12.4% | +11.0% |
| 6M | -1.3% | +3.3% | -4.6% | -0.9% |
| YTD | +13.5% | +12.3% | +1.2% | +11.8% |
| 1Y | +22.5% | +12.5% | +10.0% | +21.0% |
| All | +22.5% | +13.0% | +9.5% | +21.0% |
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