-32.9%
VHC vs SPY
+18.8%
-51.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.9% |
| 7D | +6.0% | -0.4% | +6.4% | +6.3% |
| 30D | -16.5% | -1.4% | -15.1% | -15.5% |
| 3M | -9.6% | +3.7% | -13.3% | -13.4% |
| 6M | -35.8% | +13.0% | -48.8% | -46.3% |
| YTD | -28.2% | +12.4% | -40.6% | -39.6% |
| 1Y | -32.9% | +18.5% | -51.5% | -47.4% |
| All | -32.9% | +18.8% | -51.7% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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