-9.5%
HBANP vs VT
+90.1%
-99.7%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -0.9% | +0.4% | -1.3% | -1.1% |
| 30D | -0.7% | +1.0% | -1.7% | -1.2% |
| 3M | -0.1% | +2.4% | -2.5% | -1.4% |
| 6M | -6.2% | +12.0% | -18.2% | -11.5% |
| YTD | -2.5% | +15.3% | -17.9% | -9.5% |
| 1Y | -7.1% | +22.6% | -29.7% | -16.5% |
| 3Y | +11.1% | +74.7% | -63.6% | -18.5% |
| 5Y | -15.9% | +66.1% | -82.0% | -38.8% |
| All | -9.5% | +90.1% | -99.7% | -34.9% |
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