-44.6%
IHT price history and return analytics
+224.4%
-269.0%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.5% |
| 7D | -2.9% | -0.7% | -2.2% | -2.6% |
| 30D | -14.5% | -1.7% | -12.7% | -13.8% |
| 3M | -35.3% | -2.3% | -33.0% | -34.7% |
| 6M | -9.1% | +1.5% | -10.6% | -9.8% |
| YTD | -24.0% | +12.0% | -36.0% | -27.8% |
| 1Y | -30.7% | +12.9% | -43.6% | -34.4% |
| 3Y | -15.4% | +74.9% | -90.3% | -33.3% |
| 5Y | -73.4% | +59.9% | -133.3% | -78.3% |
| 10Y | -44.6% | +224.6% | -269.3% | -69.1% |
| All | -44.6% | +224.4% | -269.0% | -69.1% |
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