+329.7%
HAE vs VT
+345.0%
-15.2%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.1% | +1.5% | 0.0% |
| 7D | +3.6% | -4.2% | +7.8% | +6.4% |
| 30D | +19.9% | -5.8% | +25.7% | +24.4% |
| 3M | +48.5% | -5.2% | +53.7% | +53.3% |
| 6M | +123.1% | +0.1% | +123.0% | +121.7% |
| YTD | +54.8% | +8.2% | +46.6% | +45.9% |
| 1Y | +144.7% | +10.1% | +134.6% | +127.8% |
| 3Y | +40.3% | +69.7% | -29.3% | -1.0% |
| 5Y | +66.4% | +53.4% | +13.0% | +25.0% |
| 10Y | +262.4% | +219.2% | +43.1% | +81.6% |
| All | +329.7% | +345.0% | -15.2% | +84.9% |
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 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