+621.6%
IVV vs INDA
+122.9%
+498.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.6% |
| 7D | -0.6% | +6.2% | -6.8% | -3.4% |
| 30D | -3.7% | +12.4% | -16.0% | -8.8% |
| 3M | -2.7% | +3.2% | -5.9% | -4.2% |
| 6M | +2.2% | +3.8% | -1.5% | +0.3% |
| YTD | +10.9% | -4.3% | +15.2% | +12.9% |
| 1Y | +11.3% | -4.5% | +15.8% | +13.3% |
| 3Y | +76.9% | +17.1% | +59.8% | +63.1% |
| 5Y | +73.5% | +11.0% | +62.4% | +63.6% |
| 10Y | +307.4% | +107.5% | +199.9% | +187.5% |
| All | +621.6% | +122.9% | +498.7% | +387.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling