+822.2%
IHE price history and return analytics
+356.5%
+465.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.9% |
| 7D | +4.2% | +2.4% | +1.8% | +2.5% |
| 30D | +11.6% | -1.5% | +13.1% | +12.7% |
| 3M | +8.1% | -4.1% | +12.2% | +11.1% |
| 6M | +24.3% | +0.6% | +23.7% | +23.2% |
| YTD | +32.1% | +11.0% | +21.0% | +22.3% |
| 1Y | +40.6% | +13.3% | +27.2% | +28.3% |
| 3Y | +104.4% | +73.4% | +31.0% | +38.7% |
| 5Y | +85.5% | +57.4% | +28.0% | +32.8% |
| 10Y | +162.0% | +221.7% | -59.7% | +14.5% |
| All | +822.2% | +356.5% | +465.7% | +199.6% |
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