+96.4%
IHD vs VOO
+647.8%
-551.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.2% |
| 7D | +1.6% | +0.1% | +1.5% | +1.5% |
| 30D | +4.9% | +0.1% | +4.9% | +4.9% |
| 3M | -0.6% | +2.0% | -2.6% | -2.0% |
| 6M | +21.0% | +13.0% | +8.0% | +11.1% |
| YTD | +31.0% | +13.6% | +17.4% | +19.8% |
| 1Y | +44.4% | +20.1% | +24.4% | +27.0% |
| 3Y | +115.2% | +77.6% | +37.6% | +42.1% |
| 5Y | +81.1% | +82.4% | -1.4% | +15.5% |
| 10Y | +173.0% | +316.8% | -143.9% | -11.1% |
| All | +96.4% | +647.8% | -551.4% | -62.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling