-10.9%
IHT price history and return analytics
+74.1%
-85.0%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | +0.7% |
| 7D | 0.0% | +0.4% | -0.4% | -0.1% |
| 30D | -8.1% | -2.6% | -5.5% | -6.9% |
| 3M | -40.0% | -3.2% | -36.8% | -39.1% |
| 6M | -10.5% | +0.9% | -11.5% | -11.2% |
| YTD | -23.2% | +11.3% | -34.5% | -27.4% |
| 1Y | -30.5% | +14.0% | -44.5% | -35.0% |
| 3Y | -10.9% | +75.8% | -86.7% | -45.2% |
| All | -10.9% | +74.1% | -85.0% | -45.2% |
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 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