+205.7%
HBT vs VT
+137.9%
+67.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.2% | -1.2% |
| 7D | +0.5% | +2.4% | -1.8% | -1.5% |
| 30D | +6.5% | -1.5% | +8.0% | +7.7% |
| 3M | -0.1% | -4.1% | +4.1% | +3.5% |
| 6M | +38.2% | +0.6% | +37.7% | +36.4% |
| YTD | +47.3% | +11.0% | +36.2% | +32.0% |
| 1Y | +60.7% | +13.3% | +47.4% | +41.3% |
| 3Y | +121.1% | +73.4% | +47.7% | +30.6% |
| 5Y | +133.6% | +57.4% | +76.2% | +51.5% |
| All | +205.7% | +137.9% | +67.8% | +12.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling