+35.1%
IHT vs VOO
+817.1%
-782.0%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.6% |
| 7D | +4.6% | +0.1% | +4.5% | +4.6% |
| 30D | -20.9% | +0.1% | -21.0% | -21.0% |
| 3M | -11.1% | +2.0% | -13.1% | -11.5% |
| 6M | +32.0% | +13.0% | +19.0% | +29.0% |
| YTD | +2.4% | +13.6% | -11.2% | 0.0% |
| 1Y | -22.0% | +20.1% | -42.1% | -24.5% |
| 3Y | -12.9% | +77.6% | -90.4% | -21.0% |
| 5Y | -63.3% | +82.4% | -145.7% | -66.9% |
| 10Y | -35.0% | +316.8% | -351.9% | -39.9% |
| All | +35.1% | +817.1% | -782.0% | +69.1% |
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 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