+9.6%
HBANM vs VT
+66.2%
-56.6%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.5% |
| 7D | +2.0% | +1.0% | +1.0% | +1.6% |
| 30D | +1.9% | -0.2% | +2.1% | +2.0% |
| 3M | +2.8% | +4.5% | -1.8% | +1.1% |
| 6M | -6.1% | +14.1% | -20.1% | -10.5% |
| YTD | -0.5% | +14.8% | -15.3% | -5.5% |
| 1Y | -3.3% | +21.2% | -24.4% | -10.0% |
| 3Y | +21.0% | +76.6% | -55.6% | -3.6% |
| 5Y | +9.6% | +66.6% | -57.0% | -13.9% |
| All | +9.6% | +66.2% | -56.6% | -13.9% |
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 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