+114.9%
IHD price history and return analytics
+74.2%
+40.8%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.2% | +1.0% |
| 7D | +0.8% | -0.1% | +0.9% | +0.9% |
| 30D | +4.8% | -0.7% | +5.5% | +5.3% |
| 3M | +6.5% | +4.0% | +2.5% | +3.3% |
| 6M | +25.2% | +12.3% | +12.9% | +14.3% |
| YTD | +30.8% | +14.0% | +16.8% | +18.1% |
| 1Y | +41.8% | +20.3% | +21.5% | +23.1% |
| All | +114.9% | +74.2% | +40.8% | +41.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling