+73.1%
IVV vs DPZ
-28.5%
+101.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -3.0% | -0.9% |
| 7D | +2.6% | +2.2% | +0.3% | +2.1% |
| 30D | -2.0% | +15.5% | -17.5% | -5.0% |
| 3M | -2.8% | -2.0% | -0.8% | -2.6% |
| 6M | +2.2% | +12.1% | -10.0% | -1.1% |
| YTD | +11.5% | -16.6% | +28.1% | +15.4% |
| 1Y | +13.5% | -14.6% | +28.1% | +16.6% |
| 3Y | +78.1% | -4.1% | +82.2% | +73.3% |
| All | +73.1% | -28.5% | +101.6% | +80.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling