-71.0%
IHT vs VT
+60.6%
-131.5%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.3% | +2.2% |
| 7D | -3.7% | -0.3% | -3.4% | -3.5% |
| 30D | -20.6% | -1.4% | -19.2% | -20.1% |
| 3M | -37.7% | -1.4% | -36.3% | -37.4% |
| 6M | -11.1% | +5.5% | -16.6% | -13.5% |
| YTD | -21.7% | +12.8% | -34.5% | -26.2% |
| 1Y | -28.6% | +15.4% | -44.0% | -33.4% |
| 3Y | -10.6% | +76.9% | -87.5% | -30.8% |
| 5Y | -71.0% | +60.4% | -131.4% | -73.2% |
| All | -71.0% | +60.6% | -131.5% | -73.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling