-10.5%
VHI vs VT
+66.2%
-76.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.5% | +5.2% | +5.2% |
| 7D | +3.7% | +1.0% | +2.7% | +2.4% |
| 30D | +18.0% | -0.2% | +18.2% | +18.1% |
| 3M | +32.6% | +4.5% | +28.0% | +24.7% |
| 6M | +40.8% | +14.1% | +26.7% | +18.4% |
| YTD | +57.4% | +14.8% | +42.6% | +31.8% |
| 1Y | +16.7% | +21.2% | -4.5% | -8.8% |
| 3Y | +56.3% | +76.6% | -20.3% | -21.8% |
| 5Y | -10.5% | +66.6% | -77.1% | -51.7% |
| All | -10.5% | +66.2% | -76.7% | -51.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling