-77.8%
VHI vs VT
+357.8%
-435.6%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.6% |
| 7D | +17.6% | +2.9% | +14.7% | +13.4% |
| 30D | +17.0% | -2.5% | +19.5% | +20.6% |
| 3M | +3.1% | -3.3% | +6.4% | +7.2% |
| 6M | +19.9% | +1.5% | +18.3% | +16.3% |
| YTD | +41.7% | +11.4% | +30.3% | +22.4% |
| 1Y | +31.3% | +11.9% | +19.4% | +12.4% |
| 3Y | +53.3% | +73.9% | -20.6% | -23.6% |
| 5Y | -31.2% | +57.9% | -89.1% | -60.9% |
| 10Y | -27.3% | +222.6% | -249.9% | -83.4% |
| All | -77.8% | +357.8% | -435.6% | -96.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling