+62.6%
HDSN vs VT
+357.6%
-295.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.6% | +2.4% | +3.5% |
| 7D | +3.8% | +0.4% | +3.4% | +3.7% |
| 30D | -14.6% | -2.6% | -12.0% | -13.1% |
| 3M | -21.6% | -3.2% | -18.4% | -19.9% |
| 6M | -16.4% | +0.9% | -17.3% | -16.7% |
| YTD | -35.9% | +11.3% | -47.2% | -39.4% |
| 1Y | -35.9% | +14.0% | -49.9% | -40.2% |
| 3Y | -62.9% | +75.8% | -138.8% | -72.7% |
| 5Y | +4.0% | +57.8% | -53.8% | -18.3% |
| 10Y | -35.6% | +219.8% | -255.4% | -63.5% |
| All | +62.6% | +357.6% | -295.0% | -12.9% |
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 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