+105.4%
HBB vs VT
+58.5%
+46.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.6% |
| 7D | -5.9% | +2.9% | -8.8% | -8.3% |
| 30D | -11.5% | -2.5% | -9.0% | -9.6% |
| 3M | -7.2% | -3.3% | -3.8% | -4.5% |
| 6M | +65.0% | +1.5% | +63.5% | +62.7% |
| YTD | +88.5% | +11.4% | +77.1% | +72.4% |
| 1Y | +123.6% | +11.9% | +111.7% | +103.7% |
| 3Y | +158.0% | +73.9% | +84.1% | +73.7% |
| 5Y | +105.4% | +57.9% | +47.5% | +47.1% |
| All | +105.4% | +58.5% | +46.8% | +47.1% |
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