+310.3%
IVV vs NI
+197.8%
+112.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.6% |
| 7D | +2.6% | +4.3% | -1.7% | +1.0% |
| 30D | -2.0% | +12.4% | -14.4% | -6.1% |
| 3M | -2.8% | +10.2% | -12.9% | -6.3% |
| 6M | +2.2% | -0.8% | +3.0% | +2.1% |
| YTD | +11.5% | +13.2% | -1.7% | +5.7% |
| 1Y | +13.5% | +10.1% | +3.4% | +8.7% |
| 3Y | +78.1% | +103.1% | -25.0% | +32.7% |
| 5Y | +73.1% | +115.5% | -42.4% | +24.4% |
| All | +310.3% | +197.8% | +112.5% | +175.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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