+60.9%
IVZ vs HRB
+213.0%
-152.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.5% | +4.3% | +0.3% |
| 7D | +1.1% | -9.1% | +10.2% | +4.7% |
| 30D | +3.1% | +0.3% | +2.8% | +2.0% |
| 3M | +18.2% | +23.4% | -5.2% | +6.3% |
| 6M | +38.6% | +45.1% | -6.5% | +13.7% |
| YTD | +25.9% | +8.9% | +17.0% | +16.7% |
| 1Y | +51.7% | -7.9% | +59.6% | +50.6% |
| 3Y | +138.7% | +27.9% | +110.7% | +94.6% |
| 5Y | +62.8% | +108.3% | -45.5% | -0.5% |
| 10Y | +60.9% | +208.4% | -147.5% | -27.3% |
| All | +60.9% | +213.0% | -152.0% | -27.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling