-57.0%
SDHC price history and return analytics
+63.2%
-120.2%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.5% | -2.5% |
| 7D | -6.9% | -0.1% | -6.8% | -6.8% |
| 30D | -25.6% | -0.7% | -24.9% | -25.0% |
| 3M | -22.0% | +4.0% | -26.0% | -25.4% |
| 6M | -25.3% | +12.3% | -37.6% | -34.1% |
| YTD | -38.4% | +14.0% | -52.4% | -46.7% |
| 1Y | -47.2% | +20.3% | -67.5% | -56.7% |
| All | -57.0% | +63.2% | -120.2% | -74.8% |
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