+160.5%
STHH vs VT
+45.2%
+115.3%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +4.9% | +0.4% | +4.5% | +3.8% |
| 30D | -1.7% | +1.0% | -2.7% | -3.8% |
| 3M | -32.2% | +2.4% | -34.6% | -34.5% |
| 6M | +58.5% | +12.0% | +46.5% | +28.6% |
| YTD | +105.7% | +15.3% | +90.3% | +57.7% |
| 1Y | +102.7% | +22.6% | +80.1% | +36.6% |
| All | +160.5% | +45.2% | +115.3% | +21.1% |
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