+72.7%
IVV vs HL
+162.0%
-89.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.5% | -2.2% | +1.9% |
| 7D | +0.1% | +13.8% | -13.7% | -1.3% |
| 30D | -3.3% | -9.7% | +6.4% | -2.5% |
| 3M | -2.4% | -8.5% | +6.1% | -2.0% |
| 6M | +2.6% | -17.2% | +19.8% | +3.5% |
| YTD | +11.3% | -19.6% | +30.9% | +11.2% |
| 1Y | +13.4% | +11.1% | +2.3% | +9.1% |
| 3Y | +80.3% | +299.7% | -219.4% | +42.8% |
| 5Y | +72.7% | +156.5% | -83.8% | +43.3% |
| All | +72.7% | +162.0% | -89.3% | +43.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling