+87.0%
IHD price history and return analytics
+329.6%
-242.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -0.5% | -1.5% | +1.0% | +0.6% |
| 30D | +2.0% | +1.9% | +0.1% | +0.6% |
| 3M | +2.0% | +1.9% | +0.1% | +0.6% |
| 6M | +5.5% | +4.8% | +0.7% | +1.7% |
| YTD | +24.7% | +12.3% | +12.4% | +14.0% |
| 1Y | +28.5% | +15.7% | +12.8% | +14.7% |
| 3Y | +116.8% | +80.9% | +35.9% | +35.8% |
| 5Y | +71.8% | +63.2% | +8.6% | +15.6% |
| 10Y | +158.9% | +221.2% | -62.3% | +0.1% |
| All | +87.0% | +329.6% | -242.6% | -44.7% |
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