+181.8%
IHAK vs VT
+144.7%
+37.1%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.6% | +1.3% | +1.5% |
| 7D | -2.2% | +0.4% | -2.5% | -2.4% |
| 30D | -5.4% | -2.6% | -2.8% | -2.8% |
| 3M | +5.2% | -3.2% | +8.5% | +8.7% |
| 6M | +33.1% | +0.9% | +32.2% | +32.0% |
| YTD | +43.4% | +11.3% | +32.1% | +29.2% |
| 1Y | +34.7% | +14.0% | +20.7% | +18.6% |
| 3Y | +81.6% | +75.8% | +5.7% | +6.2% |
| 5Y | +42.7% | +57.8% | -15.2% | -7.9% |
| All | +181.8% | +144.7% | +37.1% | +26.5% |
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