+1,338.4%
IHG price history and return analytics
+368.9%
+969.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | -0.3% |
| 7D | -3.8% | -1.1% | -2.7% | -2.6% |
| 30D | -4.6% | -1.0% | -3.6% | -3.5% |
| 3M | -6.1% | +3.2% | -9.2% | -9.6% |
| 6M | +16.0% | +12.5% | +3.5% | +0.9% |
| YTD | +10.6% | +14.1% | -3.4% | -5.5% |
| 1Y | +26.3% | +18.9% | +7.3% | +2.7% |
| 3Y | +110.2% | +74.1% | +36.2% | +9.4% |
| 5Y | +169.4% | +66.9% | +102.5% | +48.8% |
| 10Y | +303.9% | +228.3% | +75.6% | +8.0% |
| All | +1,338.4% | +368.9% | +969.5% | +189.2% |
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