-30.3%
HCKT vs VT
+53.4%
-83.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.8% | +0.9% |
| 7D | +4.7% | -2.3% | +7.0% | +6.1% |
| 30D | +24.8% | -5.0% | +29.8% | +28.8% |
| 3M | +22.0% | -4.9% | +26.9% | +25.8% |
| 6M | +34.5% | -1.5% | +36.0% | +34.6% |
| YTD | -29.4% | +8.5% | -37.9% | -34.6% |
| 1Y | -25.7% | +11.4% | -37.1% | -32.6% |
| 3Y | -37.5% | +70.1% | -107.5% | -58.3% |
| All | -30.3% | +53.4% | -83.8% | -49.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling