+781.7%
VHT price history and return analytics
+363.9%
+417.8%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +1.9% |
| 7D | +5.0% | -0.3% | +5.3% | +5.2% |
| 30D | +11.7% | -1.4% | +13.1% | +12.7% |
| 3M | +15.5% | -1.4% | +16.9% | +16.5% |
| 6M | +30.3% | +5.5% | +24.8% | +24.9% |
| YTD | +23.3% | +12.8% | +10.4% | +12.6% |
| 1Y | +31.8% | +15.4% | +16.4% | +18.5% |
| 3Y | +58.8% | +76.9% | -18.0% | +5.5% |
| 5Y | +44.9% | +60.4% | -15.5% | +2.2% |
| 10Y | +235.0% | +232.8% | +2.2% | +44.6% |
| All | +781.7% | +363.9% | +417.8% | +181.7% |
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