+12.8%
IVV vs INFQ
-4.1%
+16.9%
-8.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.3% | -6.9% | -1.0% |
| 7D | +0.5% | +7.6% | -7.1% | 0.0% |
| 30D | -1.0% | +14.7% | -15.7% | -2.0% |
| 3M | +3.9% | -7.8% | +11.6% | +3.5% |
| 6M | +14.5% | +28.0% | -13.5% | +9.0% |
| All | +12.8% | -4.1% | +16.9% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 INFQ 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