+26.2%
SDHY vs VT
+66.2%
-40.0%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | +0.5% | +1.0% | -0.5% | +0.1% |
| 30D | -1.4% | -0.2% | -1.1% | -1.3% |
| 3M | +1.2% | +4.5% | -3.3% | -0.6% |
| 6M | +2.3% | +14.1% | -11.7% | -3.0% |
| YTD | +1.4% | +14.8% | -13.4% | -4.1% |
| 1Y | +0.8% | +21.2% | -20.4% | -6.8% |
| 3Y | +34.6% | +76.6% | -42.0% | +6.3% |
| 5Y | +26.2% | +66.6% | -40.4% | -1.0% |
| All | +26.2% | +66.2% | -40.0% | -1.0% |
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