+205.9%
IVV vs DOW
-15.8%
+221.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.0% | +2.6% | +0.4% |
| 7D | +0.1% | -2.4% | +2.5% | +0.7% |
| 30D | +0.1% | +0.4% | -0.3% | -0.3% |
| 3M | +2.0% | -14.4% | +16.4% | +5.9% |
| 6M | +13.0% | -7.0% | +20.0% | +12.6% |
| YTD | +13.6% | +30.2% | -16.6% | +0.8% |
| 1Y | +20.1% | +29.2% | -9.1% | +5.7% |
| 3Y | +77.6% | -36.7% | +114.3% | +94.3% |
| 5Y | +82.5% | -37.7% | +120.2% | +97.8% |
| All | +205.9% | -15.8% | +221.7% | +155.0% |
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