+1,586.2%
IHG vs VT
+357.6%
+1,228.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | -2.1% |
| 7D | +5.1% | +0.4% | +4.7% | +4.4% |
| 30D | +12.2% | -2.6% | +14.8% | +15.4% |
| 3M | +15.0% | -3.2% | +18.2% | +18.9% |
| 6M | +21.0% | +0.9% | +20.1% | +18.6% |
| YTD | +29.7% | +11.3% | +18.4% | +13.5% |
| 1Y | +40.3% | +14.0% | +26.3% | +19.4% |
| 3Y | +160.3% | +75.8% | +84.4% | +33.4% |
| 5Y | +177.6% | +57.8% | +119.8% | +62.9% |
| 10Y | +404.8% | +219.8% | +185.0% | +38.5% |
| All | +1,586.2% | +357.6% | +1,228.6% | +247.4% |
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