+68.0%
INTC vs IVV
+727.1%
-659.1%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.3% | +7.4% | +7.3% |
| 7D | -14.4% | -2.7% | -11.7% | -11.0% |
| 30D | -50.2% | -5.4% | -44.9% | -45.7% |
| 3M | -43.6% | -4.1% | -39.6% | -39.4% |
| 6M | -50.2% | +0.7% | -50.9% | -49.0% |
| YTD | +52.5% | +8.7% | +43.8% | +43.3% |
| 1Y | +51.1% | +11.0% | +40.2% | +38.7% |
| 3Y | +50.3% | +75.4% | -25.1% | -20.0% |
| 5Y | +19.2% | +68.3% | -49.2% | -32.5% |
| 10Y | +105.1% | +315.5% | -210.4% | -62.5% |
| All | +68.0% | +727.1% | -659.1% | -85.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling