+313.7%
IVV vs HRB
+213.0%
+100.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.5% | +5.9% | +0.6% |
| 7D | +0.5% | -9.1% | +9.6% | +2.3% |
| 30D | -1.0% | +0.3% | -1.2% | -1.4% |
| 3M | +3.9% | +23.4% | -19.5% | -1.1% |
| 6M | +14.5% | +45.1% | -30.6% | +4.5% |
| YTD | +12.9% | +8.9% | +4.0% | +9.3% |
| 1Y | +19.4% | -7.9% | +27.3% | +19.6% |
| 3Y | +78.8% | +27.9% | +50.9% | +62.7% |
| 5Y | +82.2% | +108.3% | -26.1% | +44.7% |
| 10Y | +313.7% | +208.4% | +105.2% | +180.5% |
| All | +313.7% | +213.0% | +100.7% | +180.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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