+829.4%
VHT vs SPY
+877.7%
-48.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.4% | +1.6% | +0.4% |
| 7D | -0.2% | -4.7% | +4.5% | +3.4% |
| 30D | +9.1% | -5.9% | +15.0% | +14.0% |
| 3M | +10.9% | -4.5% | +15.5% | +14.7% |
| 6M | +26.2% | +1.8% | +24.4% | +23.9% |
| YTD | +19.7% | +8.3% | +11.4% | +12.0% |
| 1Y | +27.4% | +9.3% | +18.0% | +18.3% |
| 3Y | +54.3% | +74.9% | -20.6% | -1.1% |
| 5Y | +42.0% | +67.3% | -25.3% | -6.9% |
| 10Y | +225.4% | +311.6% | -86.1% | +6.7% |
| All | +829.4% | +877.7% | -48.3% | +55.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling