+68.6%
HAE vs VT
+53.4%
+15.2%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.5% |
| 7D | +0.2% | -2.3% | +2.6% | +2.0% |
| 30D | +17.9% | -5.0% | +22.9% | +22.3% |
| 3M | +41.1% | -4.9% | +45.9% | +46.0% |
| 6M | +127.7% | -1.5% | +129.2% | +128.7% |
| YTD | +49.6% | +8.5% | +41.1% | +38.1% |
| 1Y | +78.7% | +11.4% | +67.3% | +61.3% |
| 3Y | +35.6% | +70.1% | -34.5% | -16.6% |
| All | +68.6% | +53.4% | +15.2% | +19.6% |
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