-13.8%
IHT price history and return analytics
+0.4%
-14.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -4.1% | -0.6% | -3.2% |
| 7D | -11.5% | -4.2% | -7.3% | -10.2% |
| 30D | -17.4% | -5.8% | -11.6% | -15.9% |
| 3M | -42.4% | -5.2% | -37.1% | -41.5% |
| 6M | -13.8% | +0.1% | -13.9% | -12.3% |
| All | -13.8% | +0.4% | -14.2% | -12.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling