+755.3%
IVV vs HRB
+1,456.0%
-700.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -0.6% | -4.0% | +3.5% | +0.4% |
| 30D | -3.7% | +15.8% | -19.4% | -7.4% |
| 3M | -2.7% | +12.0% | -14.8% | -6.4% |
| 6M | +2.2% | +40.7% | -38.5% | -7.9% |
| YTD | +10.9% | +21.0% | -10.1% | +2.3% |
| 1Y | +11.3% | +11.7% | -0.3% | +4.8% |
| 3Y | +76.9% | +25.0% | +51.9% | +57.8% |
| 5Y | +73.5% | +141.0% | -67.6% | +25.6% |
| 10Y | +307.4% | +241.3% | +66.1% | +143.8% |
| All | +755.3% | +1,456.0% | -700.7% | +194.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling