+60.5%
VHT vs SPY
+78.0%
-17.6%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.4% | -0.4% | +0.9% |
| 7D | +2.0% | +0.1% | +1.9% | +2.0% |
| 30D | +9.1% | -3.3% | +12.4% | +10.9% |
| 3M | +11.9% | -2.4% | +14.3% | +13.1% |
| 6M | +30.3% | +2.6% | +27.7% | +28.2% |
| YTD | +22.2% | +11.2% | +10.9% | +14.9% |
| 1Y | +29.7% | +13.4% | +16.3% | +20.8% |
| 3Y | +60.5% | +79.9% | -19.4% | +16.1% |
| All | +60.5% | +78.0% | -17.6% | +16.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling