+69.6%
V vs IJH
+45.7%
+23.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.5% |
| 7D | -3.0% | -2.5% | -0.6% | -1.5% |
| 30D | +1.2% | -5.0% | +6.2% | +4.5% |
| 3M | +13.9% | +0.5% | +13.4% | +13.2% |
| 6M | +17.2% | +8.2% | +9.0% | +10.5% |
| YTD | +5.3% | +12.5% | -7.1% | -3.4% |
| 1Y | +9.5% | +14.4% | -4.9% | -0.9% |
| 3Y | +51.9% | +49.5% | +2.4% | +11.3% |
| 5Y | +69.6% | +47.8% | +21.8% | +23.7% |
| All | +69.6% | +45.7% | +23.9% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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