+78.4%
IVV vs DIA
+60.6%
+17.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.1% |
| 7D | +0.1% | -0.2% | +0.3% | +0.3% |
| 30D | +0.1% | -1.5% | +1.6% | +1.6% |
| 3M | +2.0% | +3.8% | -1.8% | -1.6% |
| 6M | +13.0% | +10.3% | +2.8% | +2.6% |
| YTD | +13.6% | +12.1% | +1.5% | +1.4% |
| 1Y | +20.1% | +18.6% | +1.4% | +1.1% |
| All | +78.4% | +60.6% | +17.8% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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