-88.7%
IHRT vs VT
+66.2%
-154.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +2.0% | +0.4% | +1.6% | +1.2% |
| 30D | -26.4% | +1.0% | -27.4% | -27.7% |
| 3M | -33.4% | +2.4% | -35.8% | -36.7% |
| 6M | -8.9% | +12.0% | -20.9% | -26.1% |
| YTD | -32.6% | +15.3% | -47.9% | -48.3% |
| 1Y | +23.0% | +22.6% | +0.4% | -15.8% |
| 3Y | -21.2% | +74.7% | -95.9% | -72.6% |
| All | -88.7% | +66.2% | -154.9% | -95.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling