+204.0%
HBT vs VT
+132.4%
+71.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.5% |
| 7D | +1.3% | -2.3% | +3.6% | +3.4% |
| 30D | +4.1% | -5.0% | +9.1% | +8.7% |
| 3M | +2.8% | -4.9% | +7.7% | +7.2% |
| 6M | +33.7% | -1.5% | +35.2% | +34.4% |
| YTD | +46.5% | +8.5% | +38.0% | +34.1% |
| 1Y | +60.3% | +11.4% | +48.9% | +43.1% |
| 3Y | +111.1% | +70.1% | +41.0% | +26.9% |
| 5Y | +128.6% | +53.7% | +74.8% | +51.4% |
| All | +204.0% | +132.4% | +71.6% | +14.5% |
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