-14.1%
HBANP vs VT
+78.8%
-92.9%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | +3.9% | -2.3% | +6.2% | +5.0% |
| 30D | -3.1% | -5.0% | +1.9% | -0.8% |
| 3M | -5.5% | -4.9% | -0.6% | -3.3% |
| 6M | -8.6% | -1.5% | -7.1% | -8.3% |
| YTD | -7.4% | +8.5% | -15.9% | -11.6% |
| 1Y | -10.2% | +11.4% | -21.6% | -15.4% |
| 3Y | +9.8% | +70.1% | -60.3% | -18.6% |
| 5Y | -19.5% | +53.7% | -73.2% | -39.4% |
| All | -14.1% | +78.8% | -92.9% | -36.4% |
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