+644.8%
IYH price history and return analytics
+368.8%
+276.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.1% |
| 7D | -3.5% | -0.1% | -3.4% | -3.4% |
| 30D | -1.0% | -0.7% | -0.3% | -0.6% |
| 3M | +8.7% | +4.0% | +4.7% | +5.6% |
| 6M | +9.9% | +12.3% | -2.4% | +1.2% |
| YTD | +8.8% | +14.0% | -5.2% | -1.0% |
| 1Y | +21.8% | +20.3% | +1.5% | +6.9% |
| 3Y | +31.3% | +75.4% | -44.2% | -11.3% |
| 5Y | +28.4% | +66.0% | -37.5% | -10.7% |
| 10Y | +169.2% | +228.2% | -59.0% | +19.3% |
| All | +644.8% | +368.8% | +276.0% | +146.0% |
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 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