+614.9%
IYH vs VOO
+802.4%
-187.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.1% |
| 7D | -4.3% | -2.0% | -2.3% | -2.8% |
| 30D | -1.3% | -1.7% | +0.4% | 0.0% |
| 3M | +9.5% | +4.7% | +4.8% | +5.3% |
| 6M | +9.9% | +12.6% | -2.6% | -0.3% |
| YTD | +8.1% | +11.8% | -3.6% | -1.4% |
| 1Y | +22.4% | +17.5% | +4.8% | +7.1% |
| 3Y | +30.5% | +77.0% | -46.5% | -19.1% |
| 5Y | +28.8% | +82.6% | -53.7% | -23.3% |
| 10Y | +167.6% | +320.0% | -152.4% | -24.7% |
| All | +614.9% | +802.4% | -187.5% | +7.1% |
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