+68.2%
IVV vs DOW
-30.0%
+98.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.7% |
| 7D | -2.7% | -9.5% | +6.8% | -0.8% |
| 30D | -5.4% | +13.1% | -18.4% | -7.8% |
| 3M | -4.1% | +4.8% | -8.9% | -5.3% |
| 6M | +0.7% | -16.7% | +17.4% | +4.2% |
| YTD | +8.7% | +38.9% | -30.1% | -3.9% |
| 1Y | +11.0% | +48.3% | -37.3% | -4.1% |
| 3Y | +75.4% | -24.4% | +99.8% | +83.7% |
| All | +68.2% | -30.0% | +98.1% | +81.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling