+13.5%
VT vs IJH
+17.1%
-3.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.2% |
| 7D | -1.6% | +1.2% | -2.8% | -2.6% |
| 30D | -2.5% | +1.0% | -3.5% | -3.3% |
| 3M | -1.3% | -2.3% | +1.0% | +0.5% |
| 6M | +3.1% | +2.4% | +0.7% | +1.3% |
| YTD | +10.9% | +13.2% | -2.3% | +1.4% |
| All | +13.5% | +17.1% | -3.6% | +1.6% |
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