+78.4%
IHE vs VT
+53.4%
+25.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.7% | +0.9% |
| 7D | -0.9% | -2.3% | +1.4% | +0.3% |
| 30D | +7.3% | -5.0% | +12.2% | +10.2% |
| 3M | +4.3% | -4.9% | +9.2% | +7.1% |
| 6M | +19.0% | -1.5% | +20.5% | +19.4% |
| YTD | +26.8% | +8.5% | +18.3% | +20.3% |
| 1Y | +41.6% | +11.4% | +30.2% | +32.3% |
| 3Y | +93.1% | +70.1% | +23.0% | +41.4% |
| All | +78.4% | +53.4% | +25.0% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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