+28.0%
VHI vs SPY
+3,040.6%
-3,012.6%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.5% |
| 7D | +0.6% | -2.0% | +2.6% | +2.5% |
| 30D | +11.4% | -1.7% | +13.1% | +13.1% |
| 3M | +28.2% | +4.7% | +23.5% | +22.0% |
| 6M | +31.6% | +12.5% | +19.1% | +16.8% |
| YTD | +53.1% | +11.7% | +41.3% | +37.1% |
| 1Y | +15.9% | +17.5% | -1.6% | -1.2% |
| 3Y | +52.0% | +76.6% | -24.6% | -11.9% |
| 5Y | -12.2% | +82.0% | -94.2% | -50.2% |
| 10Y | -23.0% | +317.1% | -340.2% | -79.8% |
| All | +28.0% | +3,040.6% | -3,012.6% | -88.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling