+309.6%
IVV vs NDAQ
+484.3%
-174.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.1% | +1.7% |
| 7D | +0.1% | -0.1% | +0.2% | +0.2% |
| 30D | -3.3% | +15.9% | -19.2% | -10.1% |
| 3M | -2.4% | +15.1% | -17.5% | -9.1% |
| 6M | +2.6% | +22.9% | -20.3% | -8.2% |
| YTD | +11.3% | +12.8% | -1.5% | +3.0% |
| 1Y | +13.4% | +26.0% | -12.6% | -1.0% |
| 3Y | +80.3% | +119.7% | -39.4% | +15.0% |
| 5Y | +72.7% | +65.4% | +7.3% | +26.0% |
| 10Y | +309.6% | +469.3% | -159.6% | +57.8% |
| All | +309.6% | +484.3% | -174.6% | +57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling