+313.4%
IVV vs HDB
+64.3%
+249.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | -0.9% | +6.9% | -7.9% | -2.8% |
| 30D | -2.3% | +15.2% | -17.6% | -6.3% |
| 3M | -1.2% | +11.7% | -12.9% | -4.5% |
| 6M | +3.3% | +7.5% | -4.2% | +0.4% |
| YTD | +12.3% | -28.8% | +41.1% | +22.6% |
| 1Y | +12.5% | -29.1% | +41.6% | +22.9% |
| 3Y | +79.2% | -7.0% | +86.2% | +76.6% |
| 5Y | +75.6% | -22.1% | +97.7% | +79.7% |
| 10Y | +313.4% | +64.9% | +248.5% | +240.4% |
| All | +313.4% | +64.3% | +249.0% | +240.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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