-77.0%
HBIO vs VT
+374.2%
-451.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +1.1% | +0.4% | +0.7% | +0.7% |
| 30D | +25.9% | +1.0% | +24.9% | +24.8% |
| 3M | +23.8% | +2.4% | +21.4% | +20.9% |
| 6M | +40.7% | +12.0% | +28.7% | +28.6% |
| YTD | +19.7% | +15.3% | +4.4% | +7.0% |
| 1Y | +70.6% | +22.6% | +48.1% | +44.9% |
| 3Y | -81.8% | +74.7% | -156.5% | -87.7% |
| 5Y | -90.3% | +66.1% | -156.4% | -93.2% |
| 10Y | -71.3% | +225.0% | -296.3% | -87.0% |
| All | -77.0% | +374.2% | -451.1% | -92.0% |
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