+133.7%
IHE price history and return analytics
+229.8%
-96.0%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.8% |
| 7D | -3.4% | -1.1% | -2.3% | -2.7% |
| 30D | -1.9% | -1.0% | -0.9% | -1.2% |
| 3M | +6.6% | +3.2% | +3.5% | +4.0% |
| 6M | +15.1% | +12.5% | +2.6% | +5.3% |
| YTD | +19.9% | +14.1% | +5.8% | +8.5% |
| 1Y | +43.4% | +18.9% | +24.5% | +25.9% |
| 3Y | +67.3% | +74.1% | -6.8% | +10.3% |
| 5Y | +74.0% | +66.9% | +7.1% | +17.2% |
| All | +133.7% | +229.8% | -96.0% | -13.0% |
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 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