+357.3%
HBM vs VT
+69.7%
+287.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.1% |
| 7D | -3.6% | -2.3% | -1.3% | +1.7% |
| 30D | -19.2% | -5.0% | -14.2% | -8.7% |
| 3M | -20.5% | -4.9% | -15.6% | -10.1% |
| 6M | -12.8% | -1.5% | -11.3% | -6.1% |
| YTD | +5.4% | +8.5% | -3.1% | -5.1% |
| 1Y | +33.0% | +11.4% | +21.6% | +14.2% |
| 3Y | +357.3% | +70.1% | +287.2% | +54.5% |
| All | +357.3% | +69.7% | +287.6% | +54.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling