+83.0%
IHD price history and return analytics
+65.7%
+17.3%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +3.5% |
| 6M | +25.2% | +12.3% | +12.9% | +15.2% |
| YTD | +30.8% | +14.0% | +16.8% | +19.1% |
| 1Y | +41.8% | +20.3% | +21.5% | +24.5% |
| 3Y | +119.2% | +75.4% | +43.8% | +48.2% |
| 5Y | +83.0% | +66.0% | +17.0% | +28.9% |
| All | +83.0% | +65.7% | +17.3% | +28.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling