+41.4%
VHT vs SPY
+67.4%
-26.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.2% |
| 7D | -0.3% | -2.7% | +2.4% | +1.3% |
| 30D | +8.2% | -5.4% | +13.6% | +11.8% |
| 3M | +10.8% | -4.1% | +14.8% | +13.4% |
| 6M | +25.8% | +0.7% | +25.1% | +24.7% |
| YTD | +19.8% | +8.7% | +11.1% | +13.2% |
| 1Y | +27.4% | +10.9% | +16.5% | +18.9% |
| 3Y | +53.6% | +75.0% | -21.4% | +5.4% |
| All | +41.4% | +67.4% | -26.0% | -1.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling