-77.0%
HBIO vs VT
+74.0%
-151.1%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +2.4% |
| 7D | +12.3% | +2.4% | +10.0% | +7.4% |
| 30D | +15.2% | -1.5% | +16.7% | +18.5% |
| 3M | +40.8% | -4.1% | +44.9% | +52.4% |
| 6M | +68.6% | +0.6% | +68.0% | +62.1% |
| YTD | +40.1% | +11.0% | +29.1% | +8.2% |
| 1Y | +61.9% | +13.3% | +48.5% | +19.0% |
| 3Y | -77.0% | +73.4% | -150.4% | -93.2% |
| All | -77.0% | +74.0% | -151.1% | -93.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling