-54.8%
VHC price history and return analytics
+360.7%
-415.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.1% | +6.9% | +7.1% |
| 7D | +3.5% | -0.7% | +4.2% | +4.1% |
| 30D | -9.3% | -1.7% | -7.6% | -7.9% |
| 3M | -31.9% | -2.3% | -29.6% | -30.5% |
| 6M | -28.6% | +1.5% | -30.2% | -29.9% |
| YTD | -40.1% | +12.0% | -52.2% | -45.5% |
| 1Y | -57.2% | +12.9% | -70.1% | -61.3% |
| 3Y | +46.1% | +74.9% | -28.9% | -8.1% |
| 5Y | -65.2% | +59.9% | -125.1% | -76.3% |
| 10Y | -48.4% | +224.6% | -273.0% | -79.1% |
| All | -54.8% | +360.7% | -415.5% | -83.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling