-81.8%
IHRT vs VT
+145.0%
-226.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +2.0% | +0.4% | +1.6% | +1.3% |
| 30D | -26.4% | +1.0% | -27.4% | -27.5% |
| 3M | -33.4% | +2.4% | -35.8% | -36.2% |
| 6M | -8.9% | +12.0% | -20.9% | -23.9% |
| YTD | -32.6% | +15.3% | -47.9% | -46.3% |
| 1Y | +23.0% | +22.6% | +0.4% | -11.1% |
| 3Y | -21.2% | +74.7% | -95.9% | -67.3% |
| 5Y | -88.8% | +66.1% | -155.0% | -94.7% |
| All | -81.8% | +145.0% | -226.8% | -94.9% |
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