+150.8%
IHAK vs VOO
+195.4%
-44.6%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.7% |
| 7D | -2.6% | -0.8% | -1.8% | -1.9% |
| 30D | -7.9% | -1.1% | -6.8% | -6.9% |
| 3M | +9.4% | +3.9% | +5.5% | +5.8% |
| 6M | +37.0% | +13.6% | +23.4% | +22.0% |
| YTD | +27.7% | +12.7% | +14.9% | +14.6% |
| 1Y | +16.9% | +17.6% | -0.7% | +1.0% |
| 3Y | +54.8% | +77.3% | -22.6% | -7.6% |
| 5Y | +38.1% | +84.1% | -46.1% | -19.9% |
| All | +150.8% | +195.4% | -44.6% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling