+27.8%
HBNC vs VT
+53.4%
-25.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.4% |
| 7D | +0.5% | -2.3% | +2.8% | +2.7% |
| 30D | +7.9% | -5.0% | +12.9% | +13.1% |
| 3M | +2.5% | -4.9% | +7.3% | +7.2% |
| 6M | +13.6% | -1.5% | +15.1% | +14.3% |
| YTD | +27.1% | +8.5% | +18.6% | +15.7% |
| 1Y | +35.9% | +11.4% | +24.6% | +20.4% |
| 3Y | +126.3% | +70.1% | +56.2% | +33.1% |
| All | +27.8% | +53.4% | -25.6% | -22.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling