+27.4%
VHT price history and return analytics
+10.5%
+16.9%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -0.3% | -2.3% | +2.0% | +0.6% |
| 30D | +8.2% | -5.0% | +13.2% | +10.1% |
| 3M | +10.8% | -4.9% | +15.6% | +12.6% |
| 6M | +25.8% | -1.5% | +27.3% | +25.8% |
| YTD | +19.8% | +8.5% | +11.3% | +12.4% |
| 1Y | +27.4% | +11.4% | +16.0% | +17.6% |
| All | +27.4% | +10.5% | +16.9% | +17.6% |
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