-94.8%
HCWB vs VT
+11.9%
-106.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.4% |
| 7D | -24.2% | +2.4% | -26.6% | -25.2% |
| 30D | -33.9% | -1.5% | -32.4% | -33.1% |
| 3M | -73.6% | -4.1% | -69.5% | -72.8% |
| 6M | -63.1% | +0.6% | -63.6% | -63.4% |
| YTD | -86.7% | +11.0% | -97.8% | -90.2% |
| 1Y | -94.8% | +13.3% | -108.2% | -96.4% |
| All | -94.8% | +11.9% | -106.7% | -96.4% |
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