+200.7%
HBT vs VT
+147.1%
+53.5%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.6% |
| 7D | +2.2% | +0.4% | +1.8% | +1.8% |
| 30D | +2.0% | +1.0% | +1.1% | +1.1% |
| 3M | +28.6% | +2.4% | +26.2% | +25.3% |
| 6M | +34.2% | +12.0% | +22.2% | +20.0% |
| YTD | +44.9% | +15.3% | +29.5% | +25.9% |
| 1Y | +42.1% | +22.6% | +19.5% | +16.4% |
| 3Y | +111.9% | +74.7% | +37.2% | +24.8% |
| 5Y | +176.9% | +66.1% | +110.7% | +70.9% |
| All | +200.7% | +147.1% | +53.5% | +7.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling