+216.4%
HCKT vs VT
+363.9%
-147.5%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | +0.1% |
| 7D | +6.0% | -0.3% | +6.3% | +6.3% |
| 30D | +22.7% | -1.4% | +24.2% | +24.5% |
| 3M | +19.0% | -1.4% | +20.3% | +20.5% |
| 6M | -0.8% | +5.5% | -6.3% | -8.2% |
| YTD | -30.2% | +12.8% | -43.0% | -40.0% |
| 1Y | -21.9% | +15.4% | -37.3% | -34.5% |
| 3Y | -39.1% | +76.9% | -115.9% | -68.1% |
| 5Y | -29.3% | +60.4% | -89.7% | -59.6% |
| 10Y | +3.8% | +232.8% | -229.0% | -75.1% |
| All | +216.4% | +363.9% | -147.5% | -54.6% |
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