+80.3%
IVV vs DPZ
-5.8%
+86.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +0.1% | +3.7% | -3.6% | -0.4% |
| 30D | -3.3% | +8.0% | -11.3% | -4.4% |
| 3M | -2.4% | -4.2% | +1.8% | -1.9% |
| 6M | +2.6% | +4.6% | -2.0% | +1.6% |
| YTD | +11.3% | -18.4% | +29.7% | +15.0% |
| 1Y | +13.4% | -16.8% | +30.2% | +16.6% |
| 3Y | +80.3% | -5.0% | +85.3% | +80.4% |
| All | +80.3% | -5.8% | +86.1% | +80.4% |
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