+256.4%
HAE vs VT
+374.2%
-117.8%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -1.0% | +0.4% | -1.4% | -1.3% |
| 30D | +23.1% | +1.0% | +22.1% | +22.3% |
| 3M | +47.3% | +2.4% | +45.0% | +44.6% |
| 6M | +59.1% | +12.0% | +47.1% | +47.4% |
| YTD | +28.4% | +15.3% | +13.1% | +16.4% |
| 1Y | +90.3% | +22.6% | +67.7% | +65.6% |
| 3Y | +14.1% | +74.7% | -60.6% | -20.9% |
| 5Y | +59.4% | +66.1% | -6.7% | +14.0% |
| 10Y | +172.3% | +225.0% | -52.7% | +34.3% |
| All | +256.4% | +374.2% | -117.8% | +47.4% |
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