+76.1%
IVV vs NI
+93.2%
-17.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.5% |
| 7D | -2.7% | -0.9% | -1.8% | -2.5% |
| 30D | -5.4% | +9.6% | -15.0% | -7.2% |
| 3M | -4.1% | +2.5% | -6.5% | -4.5% |
| 6M | +0.7% | -5.8% | +6.5% | +2.0% |
| YTD | +8.7% | +8.6% | +0.2% | +5.8% |
| 1Y | +11.0% | +6.0% | +5.0% | +8.6% |
| All | +76.1% | +93.2% | -17.1% | +50.9% |
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