+192.8%
IVV vs DOW
-10.2%
+203.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.8% |
| 7D | -2.7% | -9.5% | +6.8% | 0.0% |
| 30D | -5.4% | +13.1% | -18.4% | -8.7% |
| 3M | -4.1% | +4.8% | -8.9% | -5.8% |
| 6M | +0.7% | -16.7% | +17.4% | +5.0% |
| YTD | +8.7% | +38.9% | -30.1% | -5.5% |
| 1Y | +11.0% | +48.3% | -37.3% | -5.9% |
| 3Y | +75.4% | -24.4% | +99.8% | +80.4% |
| 5Y | +68.3% | -29.2% | +97.5% | +75.2% |
| All | +192.8% | -10.2% | +203.0% | +139.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling