+26.1%
IHI vs VT
+74.0%
-47.9%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.2% |
| 7D | +0.7% | +2.4% | -1.6% | -0.8% |
| 30D | +10.1% | -1.5% | +11.6% | +11.1% |
| 3M | +3.6% | -4.1% | +7.7% | +6.4% |
| 6M | +20.0% | +0.6% | +19.4% | +18.9% |
| YTD | -6.3% | +11.0% | -17.3% | -14.1% |
| 1Y | -7.4% | +13.3% | -20.7% | -16.5% |
| 3Y | +26.1% | +73.4% | -47.3% | -20.3% |
| All | +26.1% | +74.0% | -47.9% | -20.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling