-100.0%
INHD price history and return analytics
+65.3%
-165.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +1.1% |
| 7D | -17.2% | -0.1% | -17.0% | -16.9% |
| 30D | -38.2% | -0.7% | -37.5% | -36.9% |
| 3M | -89.6% | +4.0% | -93.6% | -91.0% |
| 6M | -81.4% | +12.3% | -93.7% | -82.8% |
| YTD | -82.0% | +14.0% | -96.0% | -83.2% |
| 1Y | -99.9% | +20.3% | -120.2% | -99.9% |
| All | -100.0% | +65.3% | -165.2% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling