+776.1%
IVV vs DE
+4,985.0%
-4,208.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | +0.1% | +10.0% | -9.9% | -3.3% |
| 30D | +0.1% | +13.3% | -13.2% | -4.6% |
| 3M | +2.0% | +17.5% | -15.5% | -4.4% |
| 6M | +13.0% | +13.6% | -0.5% | +6.7% |
| YTD | +13.6% | +49.8% | -36.2% | -3.8% |
| 1Y | +20.1% | +47.9% | -27.8% | +1.9% |
| 3Y | +77.6% | +72.5% | +5.1% | +39.6% |
| 5Y | +82.5% | +90.2% | -7.8% | +34.1% |
| 10Y | +316.5% | +865.4% | -548.8% | +58.3% |
| All | +776.1% | +4,985.0% | -4,208.9% | +61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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