-13.9%
VHC price history and return analytics
+222.7%
-236.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.2% | +2.1% |
| 7D | +6.0% | -0.1% | +6.2% | +6.1% |
| 30D | -16.5% | -0.7% | -15.8% | -16.0% |
| 3M | -9.6% | +4.0% | -13.6% | -13.7% |
| 6M | -35.8% | +12.3% | -48.1% | -43.1% |
| YTD | -28.2% | +14.0% | -42.2% | -37.3% |
| 1Y | -32.9% | +20.3% | -53.2% | -44.5% |
| 3Y | +99.7% | +75.4% | +24.2% | +10.8% |
| 5Y | -58.2% | +66.0% | -124.2% | -75.2% |
| 10Y | -13.9% | +228.2% | -242.1% | -82.1% |
| All | -13.9% | +222.7% | -236.5% | -82.1% |
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