+41.1%
HARD vs VT
+85.9%
-44.8%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | +0.3% |
| 7D | -1.1% | -0.7% | -0.4% | -1.1% |
| 30D | -9.7% | -1.7% | -7.9% | -9.6% |
| 3M | -0.5% | -2.3% | +1.8% | -0.4% |
| 6M | -10.7% | +1.5% | -12.2% | -10.9% |
| YTD | +8.7% | +12.0% | -3.3% | +7.0% |
| 1Y | +6.9% | +12.9% | -6.0% | +5.0% |
| 3Y | +46.5% | +74.9% | -28.5% | +37.4% |
| All | +41.1% | +85.9% | -44.8% | +34.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling