+551.5%
IHI vs VOO
+810.0%
-258.5%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.8% |
| 7D | -5.1% | -0.8% | -4.4% | -4.5% |
| 30D | -9.3% | -1.1% | -8.2% | -8.4% |
| 3M | +2.6% | +3.9% | -1.3% | -1.2% |
| 6M | -9.4% | +13.6% | -23.0% | -19.8% |
| YTD | -17.9% | +12.7% | -30.7% | -26.8% |
| 1Y | -17.3% | +17.6% | -34.9% | -29.2% |
| 3Y | +0.7% | +77.3% | -76.6% | -41.9% |
| 5Y | -21.3% | +84.1% | -105.4% | -56.3% |
| 10Y | +127.1% | +323.5% | -196.5% | -44.9% |
| All | +551.5% | +810.0% | -258.5% | -30.3% |
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