+0.7%
IHI vs VOO
+77.4%
-76.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.6% |
| 7D | -5.1% | -0.8% | -4.4% | -4.6% |
| 30D | -9.3% | -1.1% | -8.2% | -8.6% |
| 3M | +2.6% | +3.9% | -1.3% | -0.2% |
| 6M | -9.4% | +13.6% | -23.0% | -17.5% |
| YTD | -17.9% | +12.7% | -30.7% | -24.9% |
| 1Y | -17.3% | +17.6% | -34.9% | -26.7% |
| 3Y | +0.7% | +77.3% | -76.6% | -36.8% |
| All | +0.7% | +77.4% | -76.7% | -36.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling