+170.0%
IHD price history and return analytics
+226.9%
-56.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -1.0% | -1.1% |
| 7D | 0.0% | -2.0% | +2.0% | +1.6% |
| 30D | +2.9% | -1.4% | +4.3% | +4.1% |
| 3M | +5.1% | +4.7% | +0.4% | +1.4% |
| 6M | +21.6% | +11.4% | +10.3% | +11.9% |
| YTD | +28.5% | +13.1% | +15.4% | +16.8% |
| 1Y | +37.7% | +19.0% | +18.6% | +20.3% |
| 3Y | +115.3% | +73.9% | +41.3% | +39.3% |
| 5Y | +78.5% | +65.4% | +13.1% | +19.4% |
| All | +170.0% | +226.9% | -56.9% | +0.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling