+1,571.4%
IHG vs VT
+346.0%
+1,225.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.6% |
| 7D | +6.5% | -2.3% | +8.8% | +9.2% |
| 30D | +11.8% | -5.0% | +16.7% | +18.2% |
| 3M | +12.7% | -4.9% | +17.5% | +18.9% |
| 6M | +23.3% | -1.5% | +24.8% | +24.3% |
| YTD | +28.6% | +8.5% | +20.1% | +15.9% |
| 1Y | +43.9% | +11.4% | +32.5% | +25.8% |
| 3Y | +159.7% | +70.1% | +89.7% | +38.3% |
| 5Y | +169.9% | +53.7% | +116.2% | +63.3% |
| 10Y | +416.9% | +220.0% | +197.0% | +41.9% |
| All | +1,571.4% | +346.0% | +1,225.4% | +254.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling