-24.8%
HE vs VT
+74.0%
-98.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | +2.3% | +2.4% | -0.1% | +1.1% |
| 30D | +1.9% | -1.5% | +3.4% | +2.6% |
| 3M | -27.2% | -4.1% | -23.1% | -25.7% |
| 6M | -35.7% | +0.6% | -36.3% | -36.1% |
| YTD | -30.0% | +11.0% | -41.0% | -34.1% |
| 1Y | -26.1% | +13.3% | -39.4% | -31.3% |
| 3Y | -24.8% | +73.4% | -98.2% | -52.8% |
| All | -24.8% | +74.0% | -98.8% | -52.8% |
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