+513.8%
IHI vs VT
+374.2%
+139.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -2.8% | +0.4% | -3.3% | -3.2% |
| 30D | -0.2% | +1.0% | -1.1% | -1.0% |
| 3M | +7.7% | +2.4% | +5.3% | +5.3% |
| 6M | -8.6% | +12.0% | -20.6% | -16.9% |
| YTD | -13.5% | +15.3% | -28.8% | -23.3% |
| 1Y | -13.1% | +22.6% | -35.6% | -26.6% |
| 3Y | +3.5% | +74.7% | -71.2% | -34.4% |
| 5Y | -17.9% | +66.1% | -84.0% | -45.8% |
| 10Y | +132.6% | +225.0% | -92.4% | -7.6% |
| All | +513.8% | +374.2% | +139.6% | +70.0% |
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