+25.3%
IBHI vs VT
+84.2%
-58.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | -0.1% | +1.0% | -1.1% | -0.4% |
| 30D | +0.2% | -0.2% | +0.5% | +0.3% |
| 3M | +1.3% | +4.5% | -3.2% | -0.3% |
| 6M | +3.1% | +14.1% | -10.9% | -1.9% |
| YTD | +2.6% | +14.8% | -12.2% | -2.7% |
| 1Y | +4.3% | +21.2% | -16.9% | -3.1% |
| 3Y | +28.4% | +76.6% | -48.2% | +1.5% |
| All | +25.3% | +84.2% | -58.9% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling