+22.4%
HBB vs VT
+165.4%
-143.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.3% | -2.3% |
| 7D | -6.6% | -0.1% | -6.4% | -6.4% |
| 30D | -12.3% | -3.1% | -9.2% | -9.7% |
| 3M | -7.2% | -3.5% | -3.7% | -4.2% |
| 6M | +47.2% | +0.5% | +46.8% | +46.4% |
| YTD | +88.4% | +10.8% | +77.7% | +71.6% |
| 1Y | +124.2% | +11.9% | +112.3% | +102.2% |
| 3Y | +157.9% | +73.0% | +85.0% | +58.3% |
| 5Y | +113.0% | +58.6% | +54.4% | +40.3% |
| All | +22.4% | +165.4% | -143.0% | -54.0% |
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