+488.7%
IJH price history and return analytics
+368.8%
+119.9%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | -0.4% |
| 7D | -0.7% | -0.1% | -0.6% | -0.6% |
| 30D | -3.8% | -0.7% | -3.2% | -3.2% |
| 3M | 0.0% | +4.0% | -4.0% | -3.9% |
| 6M | +8.8% | +12.3% | -3.5% | -3.4% |
| YTD | +13.5% | +14.0% | -0.5% | -0.7% |
| 1Y | +15.4% | +20.3% | -4.9% | -4.3% |
| 3Y | +50.9% | +75.4% | -24.5% | -13.7% |
| 5Y | +47.8% | +66.0% | -18.2% | -10.1% |
| 10Y | +183.1% | +228.2% | -45.1% | -8.4% |
| All | +488.7% | +368.8% | +119.9% | +32.6% |
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