+10.7%
VHI price history and return analytics
+19.6%
-9.0%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | 0.0% |
| 7D | +2.4% | -1.1% | +3.5% | +3.2% |
| 30D | +12.0% | -1.0% | +13.0% | +12.8% |
| 3M | +26.6% | +3.2% | +23.4% | +22.8% |
| 6M | +36.1% | +12.5% | +23.7% | +20.8% |
| YTD | +54.0% | +14.1% | +39.9% | +34.6% |
| 1Y | +10.7% | +18.9% | -8.2% | -10.9% |
| All | +10.7% | +19.6% | -9.0% | -10.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling