-89.4%
HCWB vs VT
+23.3%
-112.7%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.5% | +2.4% |
| 7D | -14.3% | +0.4% | -14.7% | -14.5% |
| 30D | -14.3% | +1.0% | -15.3% | -14.5% |
| 3M | -69.9% | +2.4% | -72.3% | -70.5% |
| 6M | -25.4% | +12.0% | -37.4% | -36.8% |
| YTD | -49.5% | +15.3% | -64.9% | -60.5% |
| 1Y | -89.4% | +22.6% | -112.0% | -87.9% |
| All | -89.4% | +23.3% | -112.7% | -87.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling