-62.9%
HDSN vs VT
+74.1%
-137.0%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.6% | +2.4% | +2.2% |
| 7D | +3.8% | +0.4% | +3.4% | +3.6% |
| 30D | -14.6% | -2.6% | -12.0% | -12.0% |
| 3M | -21.6% | -3.2% | -18.4% | -18.6% |
| 6M | -16.4% | +0.9% | -17.3% | -17.1% |
| YTD | -35.9% | +11.3% | -47.2% | -42.2% |
| 1Y | -35.9% | +14.0% | -49.9% | -43.5% |
| 3Y | -62.9% | +75.8% | -138.8% | -78.6% |
| All | -62.9% | +74.1% | -137.0% | -78.6% |
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 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