+20.1%
IVV vs HL
+134.7%
-114.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | -0.2% |
| 7D | +0.1% | +1.5% | -1.4% | 0.0% |
| 30D | +0.1% | +25.1% | -25.0% | -1.7% |
| 3M | +2.0% | +22.9% | -20.9% | 0.0% |
| 6M | +13.0% | -4.9% | +17.9% | +12.0% |
| YTD | +13.6% | +7.8% | +5.8% | +11.2% |
| 1Y | +20.1% | +133.9% | -113.8% | +13.8% |
| All | +20.1% | +134.7% | -114.6% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 1y: compounded portfolio wealth divided by compounded HL 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…
1y analysis · Full analysis span regression · 6 months rolling