+558.2%
IHE vs VOO
+807.8%
-249.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.1% |
| 7D | -2.8% | -0.4% | -2.5% | -2.6% |
| 30D | -1.6% | -1.4% | -0.2% | -0.6% |
| 3M | +9.3% | +3.7% | +5.6% | +6.0% |
| 6M | +16.2% | +13.0% | +3.1% | +5.4% |
| YTD | +21.2% | +12.4% | +8.8% | +10.4% |
| 1Y | +45.4% | +18.6% | +26.8% | +26.9% |
| 3Y | +70.4% | +78.1% | -7.7% | +6.8% |
| 5Y | +74.3% | +82.3% | -7.9% | +5.2% |
| 10Y | +142.1% | +322.5% | -180.4% | -32.6% |
| All | +558.2% | +807.8% | -249.7% | -4.4% |
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