+619.9%
IHF price history and return analytics
+371.8%
+248.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | -0.8% | +1.0% | -1.8% | -1.6% |
| 30D | -0.2% | -0.2% | 0.0% | -0.1% |
| 3M | +9.2% | +4.5% | +4.7% | +5.3% |
| 6M | +27.7% | +14.1% | +13.6% | +14.7% |
| YTD | +19.3% | +14.8% | +4.5% | +6.5% |
| 1Y | +20.9% | +21.2% | -0.3% | +3.4% |
| 3Y | +18.9% | +76.6% | -57.6% | -25.3% |
| 5Y | +11.6% | +66.6% | -55.0% | -27.2% |
| 10Y | +155.6% | +222.3% | -66.6% | +0.3% |
| All | +619.9% | +371.8% | +248.1% | +94.0% |
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 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