+78.1%
IVV vs INDA
+16.8%
+61.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | +2.6% | +1.1% | +1.5% | +2.0% |
| 30D | -2.0% | +9.4% | -11.4% | -6.3% |
| 3M | -2.8% | +2.9% | -5.7% | -4.2% |
| 6M | +2.2% | +7.2% | -5.1% | -1.4% |
| YTD | +11.5% | -4.8% | +16.3% | +13.9% |
| 1Y | +13.5% | -5.1% | +18.6% | +16.0% |
| 3Y | +78.1% | +16.7% | +61.4% | +65.7% |
| All | +78.1% | +16.8% | +61.3% | +65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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