+15.8%
VG vs IJH
+14.5%
+1.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.1% | +4.9% | +3.2% |
| 7D | +3.8% | -0.7% | +4.5% | +3.4% |
| 30D | +7.2% | -3.8% | +11.1% | +5.1% |
| 3M | +22.8% | 0.0% | +22.8% | +22.7% |
| 6M | +33.2% | +8.8% | +24.5% | +32.2% |
| YTD | +124.8% | +13.5% | +111.3% | +104.3% |
| 1Y | +15.8% | +15.4% | +0.4% | +7.3% |
| All | +15.8% | +14.5% | +1.4% | +7.3% |
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