+309.6%
IVV vs HDB
+61.5%
+248.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.7% | -0.3% | +1.6% |
| 7D | +0.1% | +13.7% | -13.6% | -3.5% |
| 30D | -3.3% | +15.8% | -19.2% | -7.4% |
| 3M | -2.4% | +9.2% | -11.6% | -5.1% |
| 6M | +2.6% | +3.2% | -0.6% | +0.9% |
| YTD | +11.3% | -29.4% | +40.7% | +21.7% |
| 1Y | +13.4% | -27.9% | +41.4% | +23.2% |
| 3Y | +80.3% | -5.9% | +86.2% | +77.0% |
| 5Y | +72.7% | -23.5% | +96.2% | +77.7% |
| 10Y | +309.6% | +61.3% | +248.3% | +238.6% |
| All | +309.6% | +61.5% | +248.1% | +238.6% |
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