+78.4%
IVV vs XHB
+26.1%
+52.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.7% |
| 7D | +0.1% | -1.3% | +1.4% | +0.5% |
| 30D | +0.1% | -6.9% | +7.0% | +2.3% |
| 3M | +2.0% | -1.3% | +3.3% | +2.0% |
| 6M | +13.0% | -6.8% | +19.8% | +14.9% |
| YTD | +13.6% | +0.7% | +12.9% | +12.1% |
| 1Y | +20.1% | -11.2% | +31.3% | +23.6% |
| All | +78.4% | +26.1% | +52.3% | +54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 3y: compounded portfolio wealth divided by compounded XHB 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…
3y analysis · Full analysis span regression · 6 months rolling