+776.1%
IVV vs DHI
+5,302.1%
-4,526.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.1% |
| 7D | +0.1% | -3.1% | +3.3% | +0.9% |
| 30D | +0.1% | -5.5% | +5.5% | +1.2% |
| 3M | +2.0% | -2.2% | +4.2% | +2.1% |
| 6M | +13.0% | -6.0% | +19.0% | +13.9% |
| YTD | +13.6% | 0.0% | +13.6% | +12.4% |
| 1Y | +20.1% | -18.2% | +38.3% | +24.0% |
| 3Y | +77.6% | +22.5% | +55.1% | +62.1% |
| 5Y | +82.5% | +58.4% | +24.1% | +53.8% |
| 10Y | +316.5% | +405.2% | -88.7% | +155.8% |
| All | +776.1% | +5,302.1% | -4,526.0% | +149.5% |
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