+26.6%
HBANL vs VT
+91.1%
-64.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.5% |
| 7D | +0.3% | +1.0% | -0.7% | 0.0% |
| 30D | +0.5% | -0.2% | +0.8% | +0.6% |
| 3M | +2.1% | +4.5% | -2.4% | +0.6% |
| 6M | +3.0% | +14.1% | -11.0% | -1.6% |
| YTD | +3.1% | +14.8% | -11.7% | -1.8% |
| 1Y | +4.8% | +21.2% | -16.3% | -2.3% |
| 3Y | +27.0% | +76.6% | -49.6% | -8.7% |
| All | +26.6% | +91.1% | -64.5% | -21.6% |
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