-0.7%
IHT vs VOO
+777.9%
-778.6%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +1.0% |
| 7D | -4.8% | -2.7% | -2.1% | -4.2% |
| 30D | -10.7% | -5.4% | -5.3% | -9.8% |
| 3M | -41.9% | -4.1% | -37.8% | -41.4% |
| 6M | -12.3% | +0.7% | -13.0% | -12.4% |
| YTD | -24.7% | +8.7% | -33.4% | -25.9% |
| 1Y | -31.4% | +11.0% | -42.3% | -32.7% |
| 3Y | -13.3% | +75.5% | -88.8% | -21.0% |
| 5Y | -73.2% | +68.4% | -141.6% | -75.5% |
| 10Y | -46.5% | +315.7% | -362.2% | -49.7% |
| All | -0.7% | +777.9% | -778.6% | +25.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling