-82.5%
IHRT vs VOO
+186.6%
-269.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.6% | -2.0% |
| 7D | -3.7% | -0.8% | -3.0% | -2.7% |
| 30D | -7.2% | -1.1% | -6.1% | -5.7% |
| 3M | -31.6% | +3.9% | -35.5% | -35.5% |
| 6M | -8.6% | +13.6% | -22.3% | -23.3% |
| YTD | -35.1% | +12.7% | -47.8% | -45.0% |
| 1Y | +13.9% | +17.6% | -3.7% | -9.1% |
| 3Y | -17.2% | +77.3% | -94.5% | -62.8% |
| 5Y | -88.9% | +84.1% | -173.1% | -95.1% |
| All | -82.5% | +186.6% | -269.0% | -95.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling