+82.2%
IVV vs NI
+100.2%
-18.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.8% | -1.0% |
| 7D | +0.5% | +2.3% | -1.8% | -0.2% |
| 30D | -1.0% | -1.7% | +0.7% | -0.5% |
| 3M | +3.9% | -8.0% | +11.9% | +6.3% |
| 6M | +14.5% | -8.6% | +23.1% | +17.3% |
| YTD | +12.9% | +2.3% | +10.6% | +11.1% |
| 1Y | +19.4% | +6.9% | +12.4% | +15.5% |
| 3Y | +78.8% | +70.6% | +8.2% | +45.1% |
| 5Y | +82.2% | +96.4% | -14.2% | +40.9% |
| All | +82.2% | +100.2% | -18.0% | +40.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling