-64.6%
HDSN vs VT
+74.0%
-138.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.4% |
| 7D | +5.3% | +2.4% | +2.9% | +2.7% |
| 30D | -13.0% | -1.5% | -11.5% | -11.4% |
| 3M | -22.4% | -4.1% | -18.3% | -18.7% |
| 6M | -10.6% | +0.6% | -11.1% | -11.0% |
| YTD | -35.8% | +11.0% | -46.8% | -41.9% |
| 1Y | -35.9% | +13.3% | -49.2% | -43.2% |
| 3Y | -64.6% | +73.4% | -138.0% | -79.4% |
| All | -64.6% | +74.0% | -138.6% | -79.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling