-48.6%
IHRT vs VOO
+14.7%
-63.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.6% | -3.5% | -4.3% |
| 7D | +31.4% | -0.7% | +32.1% | +32.6% |
| 30D | 0.0% | -1.1% | +1.1% | +1.2% |
| 3M | -46.8% | -0.3% | -46.4% | -46.6% |
| 6M | -66.7% | +7.4% | -74.0% | -71.4% |
| YTD | -50.7% | +13.4% | -64.1% | -62.0% |
| 1Y | -48.6% | +14.8% | -63.4% | -60.3% |
| All | -48.6% | +14.7% | -63.3% | -60.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling