+135.6%
HBANM vs VT
+66.9%
+68.7%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -0.4% |
| 7D | +0.9% | +0.4% | +0.5% | +0.7% |
| 30D | -0.7% | -2.6% | +1.9% | +0.2% |
| 3M | -6.8% | -3.2% | -3.6% | -5.9% |
| 6M | -12.2% | +0.9% | -13.1% | -12.7% |
| YTD | -9.0% | +11.3% | -20.3% | -12.8% |
| 1Y | -12.2% | +14.0% | -26.2% | -16.7% |
| 3Y | +22.0% | +75.8% | -53.9% | -3.8% |
| 5Y | -1.7% | +57.8% | -59.6% | -19.2% |
| All | +135.6% | +66.9% | +68.7% | +91.9% |
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