-59.5%
SDHC price history and return analytics
+58.6%
-118.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.5% |
| 7D | -4.7% | -0.1% | -4.6% | -5.2% |
| 30D | -4.2% | -3.1% | -1.2% | -1.7% |
| 3M | -30.0% | -3.5% | -26.5% | -27.8% |
| 6M | -25.2% | +0.5% | -25.7% | -26.3% |
| YTD | -42.0% | +10.8% | -52.8% | -48.7% |
| 1Y | -44.1% | +11.9% | -56.0% | -51.0% |
| All | -59.5% | +58.6% | -118.1% | -75.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling