-96.0%
IHRT vs VT
+135.3%
-231.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.0% | -0.5% | -64.6% | -64.2% |
| 7D | -70.4% | -0.1% | -70.2% | -69.9% |
| 30D | -67.8% | -3.1% | -64.7% | -65.8% |
| 3M | -83.3% | -3.5% | -79.8% | -82.2% |
| 6M | -89.1% | +0.5% | -89.6% | -89.1% |
| YTD | -85.1% | +10.8% | -95.9% | -87.2% |
| 1Y | -86.5% | +11.9% | -98.4% | -88.6% |
| 3Y | -69.2% | +73.0% | -142.2% | -86.9% |
| 5Y | -97.1% | +58.6% | -155.7% | -98.5% |
| All | -96.0% | +135.3% | -231.3% | -98.8% |
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 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