+306.5%
IVV vs HD
+257.8%
+48.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.2% | +1.2% |
| 7D | -2.7% | +4.3% | -7.0% | -4.8% |
| 30D | -5.4% | +20.2% | -25.6% | -13.8% |
| 3M | -4.1% | -1.0% | -3.0% | -4.1% |
| 6M | +0.7% | +7.9% | -7.2% | -4.1% |
| YTD | +8.7% | +2.0% | +6.8% | +5.8% |
| 1Y | +11.0% | -4.3% | +15.3% | +11.2% |
| 3Y | +75.4% | +25.9% | +49.5% | +48.3% |
| 5Y | +68.3% | +5.8% | +62.5% | +53.1% |
| All | +306.5% | +257.8% | +48.7% | +119.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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