+11.7%
IVV vs ADI
+72.3%
-60.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +8.6% | -6.2% | +0.4% |
| 7D | +0.1% | -4.4% | +4.5% | +0.9% |
| 30D | -3.3% | -2.8% | -0.5% | -2.9% |
| 3M | -2.4% | +1.5% | -3.9% | -3.0% |
| 6M | +2.6% | -4.7% | +7.3% | +2.8% |
| YTD | +11.3% | +46.8% | -35.5% | -1.3% |
| All | +11.7% | +72.3% | -60.6% | -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