+205.0%
HBT vs VT
+131.9%
+73.1%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.2% | +1.8% |
| 7D | +0.9% | -4.2% | +5.0% | +4.7% |
| 30D | +2.3% | -5.8% | +8.1% | +7.7% |
| 3M | +3.5% | -5.2% | +8.8% | +8.3% |
| 6M | +35.6% | +0.1% | +35.5% | +34.2% |
| YTD | +47.0% | +8.2% | +38.7% | +34.8% |
| 1Y | +58.1% | +10.1% | +48.0% | +42.6% |
| 3Y | +116.5% | +69.7% | +46.9% | +30.4% |
| 5Y | +129.3% | +53.4% | +75.9% | +52.2% |
| All | +205.0% | +131.9% | +73.1% | +15.1% |
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