-13.6%
HBANP vs VT
+83.5%
-97.1%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | -0.6% |
| 7D | +3.6% | +0.4% | +3.2% | +3.3% |
| 30D | -1.3% | -2.6% | +1.3% | -0.1% |
| 3M | -4.8% | -3.2% | -1.5% | -3.4% |
| 6M | -8.2% | +0.9% | -9.2% | -8.9% |
| YTD | -6.9% | +11.3% | -18.2% | -12.2% |
| 1Y | -9.4% | +14.0% | -23.4% | -15.6% |
| 3Y | +12.0% | +75.8% | -63.8% | -18.4% |
| 5Y | -18.8% | +57.8% | -76.6% | -39.7% |
| All | -13.6% | +83.5% | -97.1% | -36.8% |
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