-58.2%
VHC vs VT
+15.2%
-73.4%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.7% | +1.6% | +2.0% |
| 7D | -11.3% | -0.3% | -11.0% | -11.0% |
| 30D | -14.8% | -1.4% | -13.3% | -13.9% |
| 3M | -28.8% | -1.4% | -27.4% | -28.2% |
| 6M | -25.0% | +5.5% | -30.4% | -29.5% |
| YTD | -42.2% | +12.8% | -55.0% | -51.6% |
| 1Y | -58.2% | +15.4% | -73.6% | -65.3% |
| All | -58.2% | +15.2% | -73.4% | -65.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling