+31.8%
VHT vs SPY
+14.6%
+17.2%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +2.5% |
| 7D | +5.0% | -0.7% | +5.7% | +5.2% |
| 30D | +11.7% | -1.0% | +12.7% | +12.0% |
| 3M | +15.5% | -0.3% | +15.8% | +15.5% |
| 6M | +30.3% | +7.3% | +22.9% | +25.6% |
| YTD | +23.3% | +13.3% | +9.9% | +14.3% |
| 1Y | +31.8% | +14.8% | +17.0% | +21.3% |
| All | +31.8% | +14.6% | +17.2% | +21.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling