-50.2%
IHS vs VOO
+84.6%
-134.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.6% |
| 7D | 0.0% | -2.0% | +2.0% | +1.7% |
| 30D | +1.9% | -1.7% | +3.6% | +3.4% |
| 3M | +2.0% | +4.7% | -2.7% | -2.4% |
| 6M | +3.7% | +12.6% | -8.9% | -7.5% |
| YTD | +13.5% | +11.8% | +1.8% | +2.1% |
| 1Y | +17.6% | +17.5% | +0.1% | +1.2% |
| 3Y | +42.4% | +77.0% | -34.6% | -17.3% |
| All | -50.2% | +84.6% | -134.8% | -72.1% |
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