+760.2%
IVV vs DHI
+5,426.8%
-4,666.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.6% |
| 7D | +2.6% | -4.1% | +6.7% | +3.5% |
| 30D | -2.0% | +9.3% | -11.3% | -4.3% |
| 3M | -2.8% | -2.6% | -0.2% | -2.7% |
| 6M | +2.2% | +4.1% | -1.9% | +0.3% |
| YTD | +11.5% | +2.3% | +9.2% | +9.3% |
| 1Y | +13.5% | +2.7% | +10.7% | +10.9% |
| 3Y | +78.1% | +23.2% | +54.9% | +62.0% |
| 5Y | +73.1% | +57.3% | +15.8% | +45.7% |
| 10Y | +310.4% | +497.8% | -187.3% | +141.9% |
| All | +760.2% | +5,426.8% | -4,666.6% | +142.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling