+485.7%
HBM vs VT
+77.9%
+407.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -6.4% | +0.4% | -6.8% | -7.2% |
| 30D | +5.9% | +1.0% | +4.9% | +3.9% |
| 3M | -8.9% | +2.4% | -11.3% | -11.6% |
| 6M | +10.7% | +12.0% | -1.3% | -8.9% |
| YTD | +38.3% | +15.3% | +22.9% | +7.8% |
| 1Y | +121.3% | +22.6% | +98.8% | +54.5% |
| All | +485.7% | +77.9% | +407.9% | +106.3% |
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