+7.4%
IVV vs D
+12.2%
-4.9%
-4.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.4% | -2.8% | +1.8% |
| 7D | -0.7% | +8.5% | -9.2% | -0.3% |
| 30D | -1.0% | +14.3% | -15.3% | -0.4% |
| 3M | -0.3% | +1.8% | -2.1% | -0.1% |
| 6M | +7.4% | +13.0% | -5.7% | +8.0% |
| All | +7.4% | +12.2% | -4.9% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 6mo: compounded portfolio wealth divided by compounded D 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…
6mo analysis · Full analysis span regression · 6 months rolling