-53.3%
SDHC vs VT
+65.1%
-118.4%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | -9.2% | +0.4% | -9.6% | -9.6% |
| 30D | -27.9% | +1.0% | -28.9% | -28.7% |
| 3M | -13.7% | +2.4% | -16.1% | -16.0% |
| 6M | -24.4% | +12.0% | -36.4% | -33.2% |
| YTD | -33.2% | +15.3% | -48.5% | -42.9% |
| 1Y | -41.3% | +22.6% | -63.9% | -52.9% |
| All | -53.3% | +65.1% | -118.4% | -73.0% |
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