+75.4%
IVV vs HD
+25.9%
+49.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.2% | +0.9% |
| 7D | -2.7% | +4.3% | -7.0% | -3.9% |
| 30D | -5.4% | +20.2% | -25.6% | -10.5% |
| 3M | -4.1% | -1.0% | -3.0% | -3.8% |
| 6M | +0.7% | +7.9% | -7.2% | -2.0% |
| YTD | +8.7% | +2.0% | +6.8% | +7.3% |
| 1Y | +11.0% | -4.3% | +15.3% | +11.9% |
| 3Y | +75.4% | +25.9% | +49.5% | +58.8% |
| All | +75.4% | +25.9% | +49.6% | +58.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling