-14.2%
IHT price history and return analytics
+69.4%
-83.6%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.1% | -0.7% | -2.8% |
| 7D | -11.6% | -4.2% | -7.4% | -9.7% |
| 30D | -17.5% | -5.8% | -11.7% | -15.1% |
| 3M | -42.4% | -5.2% | -37.2% | -41.0% |
| 6M | -13.9% | +0.1% | -14.0% | -14.2% |
| YTD | -25.5% | +8.2% | -33.7% | -28.6% |
| 1Y | -33.8% | +10.1% | -44.0% | -37.1% |
| All | -14.2% | +69.4% | -83.6% | -44.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling