-31.2%
VHI vs VT
+58.5%
-89.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.6% |
| 7D | +17.6% | +2.9% | +14.7% | +13.6% |
| 30D | +17.0% | -2.5% | +19.5% | +20.4% |
| 3M | +3.1% | -3.3% | +6.4% | +7.1% |
| 6M | +19.9% | +1.5% | +18.3% | +16.4% |
| YTD | +41.7% | +11.4% | +30.3% | +22.6% |
| 1Y | +31.3% | +11.9% | +19.4% | +12.6% |
| 3Y | +53.3% | +73.9% | -20.6% | -22.7% |
| 5Y | -31.2% | +57.9% | -89.1% | -59.4% |
| All | -31.2% | +58.5% | -89.7% | -59.4% |
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