+78.1%
IVV vs DHI
+23.8%
+54.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.5% |
| 7D | +2.6% | -4.1% | +6.7% | +3.1% |
| 30D | -2.0% | +9.3% | -11.3% | -3.3% |
| 3M | -2.8% | -2.6% | -0.2% | -2.7% |
| 6M | +2.2% | +4.1% | -1.9% | +1.2% |
| YTD | +11.5% | +2.3% | +9.2% | +10.2% |
| 1Y | +13.5% | +2.7% | +10.7% | +12.0% |
| 3Y | +78.1% | +23.2% | +54.9% | +62.6% |
| All | +78.1% | +23.8% | +54.3% | +62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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