-65.9%
VHC price history and return analytics
+57.4%
-123.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | 0.0% |
| 7D | +7.8% | +0.4% | +7.5% | +7.5% |
| 30D | -13.7% | -2.6% | -11.1% | -11.7% |
| 3M | -34.2% | -3.2% | -31.0% | -32.3% |
| 6M | -24.6% | +0.9% | -25.6% | -25.7% |
| YTD | -40.6% | +11.3% | -51.9% | -46.1% |
| 1Y | -56.9% | +14.0% | -70.9% | -61.7% |
| 3Y | +50.3% | +75.8% | -25.5% | -10.8% |
| 5Y | -65.9% | +57.8% | -123.7% | -76.9% |
| All | -65.9% | +57.4% | -123.3% | -76.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling