+14.8%
IVV vs DECK
+11.2%
+3.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.0% | -4.3% | +1.0% |
| 7D | -0.7% | +10.4% | -11.1% | -1.7% |
| 30D | -1.0% | +11.1% | -12.1% | -2.1% |
| 3M | -0.3% | -10.8% | +10.5% | +0.6% |
| 6M | +7.4% | -8.7% | +16.1% | +7.9% |
| YTD | +13.4% | -14.0% | +27.4% | +14.4% |
| 1Y | +14.8% | +12.0% | +2.8% | +13.8% |
| All | +14.8% | +11.2% | +3.6% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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