+87.0%
IHD vs VOO
+646.1%
-559.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -1.0% |
| 7D | -0.5% | -1.5% | +0.9% | +0.5% |
| 30D | +1.8% | +4.3% | -2.4% | -1.1% |
| 3M | +1.8% | +4.3% | -2.4% | -1.1% |
| 6M | +5.5% | +8.5% | -3.1% | -0.4% |
| YTD | +24.7% | +13.3% | +11.4% | +14.3% |
| 1Y | +28.5% | +16.7% | +11.8% | +15.3% |
| 3Y | +116.8% | +86.8% | +30.0% | +38.2% |
| 5Y | +71.8% | +82.4% | -10.6% | +9.7% |
| 10Y | +158.9% | +321.7% | -162.8% | -16.5% |
| All | +87.0% | +646.1% | -559.1% | -64.1% |
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 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