+75.4%
IVV vs DPZ
-3.1%
+78.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.6% |
| 7D | -2.7% | +6.6% | -9.3% | -3.5% |
| 30D | -5.4% | +10.3% | -15.7% | -6.7% |
| 3M | -4.1% | -6.2% | +2.1% | -3.3% |
| 6M | +0.7% | +4.2% | -3.5% | -0.3% |
| YTD | +8.7% | -18.4% | +27.1% | +12.4% |
| 1Y | +11.0% | -14.9% | +25.9% | +13.6% |
| 3Y | +75.4% | -4.6% | +80.1% | +74.8% |
| All | +75.4% | -3.1% | +78.6% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ 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 DPZ 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