-88.5%
IHRT vs VT
+130.5%
-219.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.2% | -5.6% | -5.7% |
| 7D | -3.8% | -2.3% | -1.5% | +0.1% |
| 30D | -12.4% | -5.0% | -7.4% | -5.2% |
| 3M | -53.4% | -4.9% | -48.5% | -49.7% |
| 6M | -69.8% | -1.5% | -68.3% | -69.3% |
| YTD | -57.5% | +8.5% | -65.9% | -62.8% |
| 1Y | -62.3% | +11.4% | -73.7% | -68.4% |
| 3Y | -30.9% | +70.1% | -100.9% | -70.2% |
| 5Y | -91.2% | +53.7% | -144.9% | -95.4% |
| All | -88.5% | +130.5% | -219.0% | -96.4% |
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