+315.1%
IVV vs DIS
+20.9%
+294.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +0.2% |
| 7D | +0.1% | -2.6% | +2.7% | +1.1% |
| 30D | +0.1% | +3.5% | -3.4% | -1.4% |
| 3M | +2.0% | +6.8% | -4.8% | -1.0% |
| 6M | +13.0% | +3.0% | +10.1% | +11.0% |
| YTD | +13.6% | -6.7% | +20.3% | +15.5% |
| 1Y | +20.1% | -10.1% | +30.2% | +23.5% |
| 3Y | +77.6% | +33.0% | +44.6% | +50.7% |
| 5Y | +82.5% | -40.0% | +122.5% | +112.5% |
| All | +315.1% | +20.9% | +294.2% | +227.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 10y: compounded portfolio wealth divided by compounded DIS 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…
10y analysis · Full analysis span regression · 6 months rolling