+67.8%
IVV vs HD
+6.3%
+61.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.5% | -2.9% | -3.8% |
| 7D | -4.8% | +6.4% | -11.1% | -7.1% |
| 30D | -5.9% | +22.1% | -28.0% | -13.2% |
| 3M | -4.5% | -0.2% | -4.4% | -4.7% |
| 6M | +1.8% | +12.6% | -10.8% | -3.7% |
| YTD | +8.4% | +3.9% | +4.5% | +5.4% |
| 1Y | +9.4% | -3.7% | +13.1% | +9.9% |
| 3Y | +75.3% | +27.9% | +47.4% | +50.2% |
| 5Y | +67.8% | +7.8% | +60.0% | +48.2% |
| All | +67.8% | +6.3% | +61.5% | +48.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling