+735.8%
IVV vs HD
+1,099.9%
-364.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.5% | -2.9% | -3.8% |
| 7D | -4.8% | +6.4% | -11.1% | -7.3% |
| 30D | -5.9% | +22.1% | -28.0% | -13.8% |
| 3M | -4.5% | -0.2% | -4.4% | -5.0% |
| 6M | +1.8% | +12.6% | -10.8% | -4.1% |
| YTD | +8.4% | +3.9% | +4.5% | +5.1% |
| 1Y | +9.4% | -3.7% | +13.1% | +9.3% |
| 3Y | +75.3% | +27.9% | +47.4% | +52.9% |
| 5Y | +67.8% | +7.8% | +60.0% | +55.2% |
| 10Y | +314.2% | +269.4% | +44.8% | +126.7% |
| All | +735.8% | +1,099.9% | -364.1% | +134.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling