+51.8%
VG vs IJH
+17.8%
+34.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +0.6% | -8.3% | -7.0% |
| 7D | -16.4% | +1.7% | -18.1% | -14.7% |
| 30D | -10.8% | +1.2% | -12.0% | -9.4% |
| 3M | -6.3% | -3.4% | -2.9% | -9.6% |
| 6M | -12.5% | +3.7% | -16.2% | -8.5% |
| YTD | +76.9% | +13.9% | +63.0% | +83.8% |
| 1Y | +51.8% | +17.4% | +34.4% | +51.0% |
| All | +51.8% | +17.8% | +34.0% | +51.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling