+938.5%
IGV vs HRB
+572.7%
+365.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.2% | +0.1% |
| 7D | +2.3% | -5.1% | +7.4% | +3.7% |
| 30D | -6.0% | +8.7% | -14.7% | -8.4% |
| 3M | -4.8% | -5.4% | +0.6% | -4.0% |
| 6M | +14.2% | +41.6% | -27.3% | +2.4% |
| YTD | -4.2% | +18.7% | -22.9% | -10.9% |
| 1Y | -5.3% | +16.4% | -21.7% | -11.5% |
| 3Y | +38.8% | +22.0% | +16.8% | +25.0% |
| 5Y | +14.2% | +141.2% | -127.0% | -17.0% |
| 10Y | +357.6% | +223.1% | +134.4% | +175.2% |
| All | +938.5% | +572.7% | +365.8% | +307.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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