+654.4%
HBM vs VO
+918.9%
-264.6%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.6% | +6.3% | +6.6% |
| 7D | +7.4% | +0.6% | +6.7% | +6.3% |
| 30D | +5.1% | -1.1% | +6.1% | +6.7% |
| 3M | +11.1% | +4.5% | +6.6% | +4.7% |
| 6M | +30.2% | +11.1% | +19.1% | +14.0% |
| YTD | +46.2% | +13.5% | +32.7% | +24.3% |
| 1Y | +120.0% | +14.5% | +105.6% | +85.5% |
| 3Y | +527.4% | +58.1% | +469.3% | +240.1% |
| 5Y | +400.4% | +43.3% | +357.1% | +220.5% |
| 10Y | +621.5% | +193.2% | +428.3% | +85.6% |
| All | +654.4% | +918.9% | -264.6% | -45.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling