+76.9%
IVV vs DAR
+20.8%
+56.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.5% | -0.2% |
| 7D | -0.6% | -3.8% | +3.2% | -0.2% |
| 30D | -3.7% | -14.4% | +10.8% | -2.1% |
| 3M | -2.7% | -17.9% | +15.2% | -0.9% |
| 6M | +2.2% | -18.3% | +20.5% | +4.1% |
| YTD | +10.9% | +43.2% | -32.4% | +4.8% |
| 1Y | +11.3% | +57.7% | -46.4% | +3.7% |
| 3Y | +76.9% | +22.7% | +54.2% | +65.9% |
| All | +76.9% | +20.8% | +56.1% | +65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 3y: compounded portfolio wealth divided by compounded DAR 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…
3y analysis · Full analysis span regression · 6 months rolling