+173.2%
IHD vs VOO
+325.3%
-152.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.3% | +0.6% |
| 7D | -0.8% | -0.8% | 0.0% | -0.3% |
| 30D | +3.0% | -1.1% | +4.1% | +3.7% |
| 3M | +3.8% | +3.9% | -0.1% | +1.3% |
| 6M | +22.5% | +13.6% | +8.9% | +12.8% |
| YTD | +30.0% | +12.7% | +17.3% | +20.3% |
| 1Y | +38.6% | +17.6% | +21.0% | +24.8% |
| 3Y | +113.5% | +77.3% | +36.2% | +45.9% |
| 5Y | +80.6% | +84.1% | -3.5% | +19.0% |
| All | +173.2% | +325.3% | -152.1% | -3.1% |
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