-13.2%
IHT vs VOO
+79.1%
-92.3%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +2.0% | +3.3% | -1.2% | +0.6% |
| 30D | -12.2% | -2.7% | -9.5% | -11.2% |
| 3M | -38.8% | -1.7% | -37.0% | -38.4% |
| 6M | -10.6% | +3.1% | -13.7% | -11.9% |
| YTD | -23.9% | +11.9% | -35.9% | -27.6% |
| 1Y | -30.2% | +12.1% | -42.3% | -33.6% |
| All | -13.2% | +79.1% | -92.3% | -46.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling