+75.4%
IVV vs DOW
-24.9%
+100.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.6% |
| 7D | -2.7% | -9.5% | +6.8% | -1.5% |
| 30D | -5.4% | +13.1% | -18.4% | -6.9% |
| 3M | -4.1% | +4.8% | -8.9% | -4.8% |
| 6M | +0.7% | -16.7% | +17.4% | +3.2% |
| YTD | +8.7% | +38.9% | -30.1% | -0.7% |
| 1Y | +11.0% | +48.3% | -37.3% | -0.4% |
| 3Y | +75.4% | -24.4% | +99.8% | +78.6% |
| All | +75.4% | -24.9% | +100.4% | +78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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