+776.1%
IVV vs HRB
+1,397.1%
-621.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.0% | +3.6% | +0.6% |
| 7D | +0.1% | -5.7% | +5.8% | +1.6% |
| 30D | +0.1% | +7.9% | -7.8% | -2.3% |
| 3M | +2.0% | +32.1% | -30.1% | -6.0% |
| 6M | +13.0% | +62.2% | -49.2% | -2.6% |
| YTD | +13.6% | +16.4% | -2.8% | +6.3% |
| 1Y | +20.1% | -0.3% | +20.3% | +16.7% |
| 3Y | +77.6% | +36.0% | +41.6% | +55.1% |
| 5Y | +82.5% | +125.2% | -42.7% | +34.9% |
| 10Y | +316.5% | +237.7% | +78.9% | +150.6% |
| All | +776.1% | +1,397.1% | -621.0% | +205.8% |
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