+738.6%
IVV vs HRB
+1,507.9%
-769.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.2% | +4.6% | +1.4% |
| 7D | -2.7% | +2.7% | -5.4% | -3.4% |
| 30D | -5.4% | +22.1% | -27.4% | -10.3% |
| 3M | -4.1% | +15.7% | -19.8% | -8.4% |
| 6M | +0.7% | +83.3% | -82.6% | -16.0% |
| YTD | +8.7% | +25.0% | -16.3% | -0.5% |
| 1Y | +11.0% | +6.9% | +4.0% | +5.7% |
| 3Y | +75.4% | +39.0% | +36.4% | +52.0% |
| 5Y | +68.3% | +146.4% | -78.1% | +21.3% |
| 10Y | +315.5% | +254.4% | +61.1% | +146.3% |
| All | +738.6% | +1,507.9% | -769.2% | +186.2% |
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