-61.1%
HBR vs VT
+15.7%
-76.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | +1.5% | +0.4% | +1.1% | +0.7% |
| 30D | +11.3% | +1.0% | +10.3% | +9.1% |
| 3M | -8.6% | +2.4% | -11.0% | -12.6% |
| 6M | -24.1% | +12.0% | -36.1% | -38.5% |
| YTD | -27.9% | +15.3% | -43.3% | -47.8% |
| All | -61.1% | +15.7% | -76.8% | -71.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling