+110.3%
STHH vs VT
+36.3%
+74.1%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -4.1% | -7.6% | -2.2% |
| 7D | -19.2% | -4.2% | -15.0% | -10.5% |
| 30D | -30.3% | -5.8% | -24.5% | -19.3% |
| 3M | -20.7% | -5.2% | -15.4% | -9.2% |
| 6M | -24.9% | +0.1% | -25.0% | -21.6% |
| YTD | +66.0% | +8.2% | +57.8% | +48.8% |
| 1Y | +76.0% | +10.1% | +65.8% | +52.0% |
| All | +110.3% | +36.3% | +74.1% | +14.3% |
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