+55.3%
IDHQ vs VT
+65.7%
-10.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.8% |
| 7D | -1.8% | -0.1% | -1.7% | -1.7% |
| 30D | -3.4% | -0.7% | -2.7% | -2.8% |
| 3M | +9.9% | +4.0% | +5.9% | +5.9% |
| 6M | +20.7% | +12.3% | +8.5% | +8.8% |
| YTD | +27.3% | +14.0% | +13.3% | +13.3% |
| 1Y | +35.9% | +20.3% | +15.6% | +15.2% |
| 3Y | +78.0% | +75.4% | +2.5% | +6.3% |
| 5Y | +55.3% | +66.0% | -10.7% | -3.7% |
| All | +55.3% | +65.7% | -10.4% | -3.7% |
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