+12.5%
IVV vs ADI
+78.9%
-66.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.0% | -2.7% | +0.4% |
| 7D | -0.9% | +0.7% | -1.6% | -1.2% |
| 30D | -2.3% | +0.7% | -3.0% | -2.8% |
| 3M | -1.2% | +6.5% | -7.7% | -2.8% |
| 6M | +3.3% | -2.7% | +6.0% | +3.0% |
| YTD | +12.3% | +52.2% | -39.9% | -1.2% |
| 1Y | +12.5% | +77.5% | -64.9% | -5.8% |
| All | +12.5% | +78.9% | -66.4% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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