+45.1%
VHT price history and return analytics
+57.5%
-12.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.5% |
| 7D | +1.5% | +2.9% | -1.3% | -0.2% |
| 30D | +9.5% | -2.5% | +12.0% | +11.2% |
| 3M | +9.7% | -3.3% | +13.1% | +11.9% |
| 6M | +27.8% | +1.5% | +26.2% | +25.9% |
| YTD | +21.6% | +11.4% | +10.2% | +12.5% |
| 1Y | +23.7% | +11.9% | +11.8% | +14.1% |
| 3Y | +58.8% | +73.9% | -15.0% | +8.1% |
| All | +45.1% | +57.5% | -12.4% | +3.9% |
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