-73.5%
HBIO vs VT
+357.8%
-431.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.6% | -4.1% | -4.2% |
| 7D | +9.0% | +2.9% | +6.1% | +6.6% |
| 30D | +11.5% | -2.5% | +14.0% | +14.0% |
| 3M | +49.4% | -3.3% | +52.8% | +53.6% |
| 6M | +70.4% | +1.5% | +68.9% | +67.9% |
| YTD | +37.6% | +11.4% | +26.3% | +26.7% |
| 1Y | +48.7% | +11.9% | +36.8% | +36.6% |
| 3Y | -76.9% | +73.9% | -150.8% | -84.3% |
| 5Y | -88.5% | +57.9% | -146.4% | -91.6% |
| 10Y | -64.5% | +222.6% | -287.2% | -83.8% |
| All | -73.5% | +357.8% | -431.3% | -90.5% |
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 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