+1,126.0%
IVV vs NDAQ
+2,658.0%
-1,532.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | -0.9% | 0.0% | -0.9% | -0.9% |
| 30D | -2.3% | +16.3% | -18.7% | -6.5% |
| 3M | -1.2% | +15.8% | -17.0% | -5.4% |
| 6M | +3.3% | +24.8% | -21.5% | -3.5% |
| YTD | +12.3% | +14.1% | -1.7% | +7.1% |
| 1Y | +12.5% | +26.5% | -14.0% | +4.1% |
| 3Y | +79.2% | +119.1% | -40.0% | +41.5% |
| 5Y | +75.6% | +70.9% | +4.7% | +47.5% |
| 10Y | +313.4% | +479.7% | -166.3% | +152.7% |
| All | +1,126.0% | +2,658.0% | -1,532.0% | +474.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling