+205.9%
IDHQ price history and return analytics
+364.8%
-158.9%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | 0.0% |
| 7D | -3.7% | -2.0% | -1.7% | -1.9% |
| 30D | -3.9% | -1.4% | -2.5% | -2.7% |
| 3M | +10.7% | +4.7% | +6.0% | +6.3% |
| 6M | +19.9% | +11.4% | +8.5% | +9.4% |
| YTD | +26.3% | +13.1% | +13.2% | +13.9% |
| 1Y | +35.1% | +19.0% | +16.0% | +16.3% |
| 3Y | +76.5% | +73.9% | +2.6% | +7.9% |
| 5Y | +53.8% | +65.4% | -11.6% | -1.8% |
| 10Y | +172.4% | +225.4% | -53.0% | -6.6% |
| All | +205.9% | +364.8% | -158.9% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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