+93.9%
INTC vs IVV
+82.6%
+11.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +5.2% |
| 7D | +7.1% | +0.1% | +7.0% | +6.8% |
| 30D | -5.2% | +0.1% | -5.3% | -5.2% |
| 3M | -14.3% | +2.0% | -16.3% | -15.6% |
| 6M | +110.2% | +13.0% | +97.1% | +79.7% |
| YTD | +159.6% | +13.6% | +146.0% | +120.9% |
| 1Y | +289.3% | +20.1% | +269.2% | +208.0% |
| 3Y | +166.1% | +77.6% | +88.4% | +30.2% |
| All | +93.9% | +82.6% | +11.3% | -9.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling