+697.3%
DELL vs IVV
+80.9%
+616.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +2.3% |
| 7D | +14.9% | +0.1% | +14.8% | +14.9% |
| 30D | +13.3% | +0.1% | +13.2% | +13.6% |
| 3M | +24.4% | +2.0% | +22.4% | +21.0% |
| 6M | +258.0% | +13.0% | +245.0% | +189.9% |
| YTD | +320.2% | +13.6% | +306.6% | +239.1% |
| 1Y | +319.1% | +20.1% | +299.0% | +206.2% |
| All | +697.3% | +80.9% | +616.4% | +233.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling