+24.1%
IBHI vs VT
+78.6%
-54.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.4% | -0.7% |
| 7D | +0.6% | +0.4% | +0.2% | +0.4% |
| 30D | 0.0% | -2.6% | +2.6% | +0.8% |
| 3M | -0.7% | -3.2% | +2.5% | +0.3% |
| 6M | +0.3% | +0.9% | -0.6% | -0.2% |
| YTD | +1.6% | +11.3% | -9.7% | -2.6% |
| 1Y | +3.0% | +14.0% | -11.0% | -2.2% |
| 3Y | +26.5% | +75.8% | -49.4% | -0.2% |
| All | +24.1% | +78.6% | -54.5% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling