+76.9%
IVV vs NI
+70.0%
+6.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | -0.4% | +1.3% | -1.6% | -0.6% |
| 30D | -1.4% | -0.3% | -1.1% | -1.3% |
| 3M | +3.7% | -9.5% | +13.2% | +5.7% |
| 6M | +13.0% | -10.2% | +23.3% | +15.4% |
| YTD | +12.4% | +1.8% | +10.7% | +11.1% |
| 1Y | +18.6% | +5.7% | +12.9% | +15.9% |
| All | +76.9% | +70.0% | +6.9% | +56.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling