-75.8%
VHI price history and return analytics
+368.9%
-444.8%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.5% |
| 7D | +2.4% | -1.1% | +3.5% | +3.8% |
| 30D | +12.0% | -1.0% | +13.0% | +13.3% |
| 3M | +26.6% | +3.2% | +23.4% | +20.8% |
| 6M | +36.1% | +12.5% | +23.7% | +16.0% |
| YTD | +54.0% | +14.1% | +39.9% | +29.3% |
| 1Y | +10.7% | +18.9% | -8.2% | -11.9% |
| 3Y | +52.6% | +74.1% | -21.5% | -24.0% |
| 5Y | -11.7% | +66.9% | -78.5% | -53.2% |
| 10Y | -22.6% | +228.3% | -250.9% | -82.6% |
| All | -75.8% | +368.9% | -444.8% | -96.7% |
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