+339.6%
DELL vs IVV
+19.4%
+320.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +3.2% |
| 7D | +25.6% | +0.5% | +25.1% | +24.4% |
| 30D | +17.7% | -1.0% | +18.6% | +20.5% |
| 3M | +33.4% | +3.9% | +29.6% | +24.5% |
| 6M | +266.2% | +14.5% | +251.7% | +195.4% |
| YTD | +328.0% | +12.9% | +315.1% | +258.1% |
| 1Y | +339.6% | +19.4% | +320.2% | +223.2% |
| All | +339.6% | +19.4% | +320.2% | +223.2% |
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