+332.5%
HBM vs VO
+42.1%
+290.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -1.7% |
| 7D | -3.3% | -1.5% | -1.8% | -0.9% |
| 30D | -4.8% | -3.0% | -1.8% | 0.0% |
| 3M | -0.4% | +2.8% | -3.3% | -4.2% |
| 6M | +17.9% | +10.9% | +6.9% | +2.7% |
| YTD | +33.7% | +12.5% | +21.3% | +14.4% |
| 1Y | +95.6% | +12.0% | +83.6% | +69.0% |
| 3Y | +458.1% | +56.3% | +401.8% | +202.1% |
| All | +332.5% | +42.1% | +290.3% | +172.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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