+70.7%
HACK vs VT
+66.2%
+4.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -4.1% | +0.4% | -4.6% | -4.6% |
| 30D | -3.4% | +1.0% | -4.4% | -4.4% |
| 3M | +9.5% | +2.4% | +7.1% | +6.7% |
| 6M | +45.9% | +12.0% | +33.9% | +28.0% |
| YTD | +37.8% | +15.3% | +22.5% | +16.8% |
| 1Y | +32.9% | +22.6% | +10.4% | +5.2% |
| 3Y | +108.9% | +74.7% | +34.3% | +11.3% |
| All | +70.7% | +66.2% | +4.5% | -2.6% |
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 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