+774.4%
IVV vs DECK
+44,147.7%
-43,373.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.0% | -4.3% | +0.7% |
| 7D | -0.7% | +10.4% | -11.1% | -2.2% |
| 30D | -1.0% | +11.1% | -12.1% | -2.6% |
| 3M | -0.3% | -10.8% | +10.5% | +1.2% |
| 6M | +7.4% | -8.7% | +16.1% | +8.3% |
| YTD | +13.4% | -14.0% | +27.4% | +14.7% |
| 1Y | +14.8% | +12.0% | +2.8% | +11.5% |
| 3Y | +83.3% | -10.5% | +93.8% | +79.0% |
| 5Y | +76.1% | +28.5% | +47.6% | +60.2% |
| 10Y | +333.3% | +923.3% | -590.0% | +189.2% |
| All | +774.4% | +44,147.7% | -43,373.3% | +317.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling