-90.2%
HBIO vs VT
+65.7%
-155.9%
-96.6%
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% | +1.0% |
| 7D | -3.0% | -0.1% | -2.9% | -2.9% |
| 30D | +24.4% | -0.7% | +25.1% | +25.4% |
| 3M | +31.6% | +4.0% | +27.6% | +22.8% |
| 6M | +62.2% | +12.3% | +50.0% | +36.7% |
| YTD | +18.7% | +14.0% | +4.6% | -2.3% |
| 1Y | +80.7% | +20.3% | +60.4% | +36.8% |
| 3Y | -81.0% | +75.4% | -156.4% | -90.4% |
| 5Y | -90.2% | +66.0% | -156.2% | -94.5% |
| All | -90.2% | +65.7% | -155.9% | -94.5% |
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