+49.8%
HBM vs VYM
+21.8%
+28.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.2% | +2.4% | +0.6% |
| 7D | -5.8% | +1.2% | -7.0% | -8.4% |
| 30D | -18.5% | +5.2% | -23.7% | -28.6% |
| 3M | -10.3% | +0.5% | -10.8% | -11.2% |
| 6M | +2.1% | +7.7% | -5.6% | -15.3% |
| YTD | +12.0% | +17.2% | -5.1% | -22.7% |
| 1Y | +49.8% | +21.7% | +28.1% | -9.8% |
| All | +49.8% | +21.8% | +28.0% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling