+78.5%
IHD vs VOO
+80.3%
-1.9%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.5% |
| 7D | 0.0% | -2.0% | +2.0% | +1.2% |
| 30D | +2.9% | -1.7% | +4.6% | +3.9% |
| 3M | +5.1% | +4.7% | +0.4% | +2.3% |
| 6M | +21.6% | +12.6% | +9.1% | +13.6% |
| YTD | +28.5% | +11.8% | +16.7% | +20.4% |
| 1Y | +37.7% | +17.5% | +20.1% | +25.4% |
| 3Y | +115.3% | +77.0% | +38.3% | +55.9% |
| 5Y | +78.5% | +82.6% | -4.1% | +25.8% |
| All | +78.5% | +80.3% | -1.9% | +25.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling