+326.8%
INTC vs IVV
+19.4%
+307.3%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.6% | +9.7% | +10.8% |
| 7D | +17.4% | +0.5% | +16.9% | +15.4% |
| 30D | +2.8% | -1.0% | +3.7% | +5.6% |
| 3M | -5.3% | +3.9% | -9.1% | -13.5% |
| 6M | +140.6% | +14.5% | +126.1% | +76.5% |
| YTD | +183.1% | +12.9% | +170.2% | +113.5% |
| 1Y | +326.8% | +19.4% | +307.4% | +229.9% |
| All | +326.8% | +19.4% | +307.3% | +229.9% |
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