-88.9%
IHRT vs VOO
+80.3%
-169.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.6% | +5.6% | +6.0% |
| 7D | -4.2% | -2.0% | -2.2% | -0.9% |
| 30D | -7.3% | -1.7% | -5.7% | -4.6% |
| 3M | -30.3% | +4.7% | -35.0% | -35.7% |
| 6M | -12.0% | +12.6% | -24.5% | -27.1% |
| YTD | -34.6% | +11.8% | -46.4% | -45.4% |
| 1Y | +26.5% | +17.5% | +9.0% | -2.8% |
| 3Y | -18.1% | +77.0% | -95.1% | -69.0% |
| 5Y | -88.9% | +82.6% | -171.4% | -96.0% |
| All | -88.9% | +80.3% | -169.2% | -96.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling