-42.4%
SDHC vs VT
+10.7%
-53.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -4.1% | +10.5% | +10.0% |
| 7D | -1.9% | -4.2% | +2.3% | +1.5% |
| 30D | +1.3% | -5.8% | +7.1% | +7.0% |
| 3M | -33.6% | -5.2% | -28.4% | -30.4% |
| 6M | -20.8% | +0.1% | -20.9% | -23.1% |
| YTD | -38.5% | +8.2% | -46.7% | -48.3% |
| 1Y | -42.4% | +10.1% | -52.5% | -53.9% |
| All | -42.4% | +10.7% | -53.1% | -53.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling