-77.1%
HE vs VT
+53.4%
-130.5%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.5% | -0.4% |
| 7D | -3.2% | -2.3% | -0.9% | -2.0% |
| 30D | -4.0% | -5.0% | +1.0% | -1.3% |
| 3M | -32.6% | -4.9% | -27.7% | -30.7% |
| 6M | -44.9% | -1.5% | -43.4% | -44.6% |
| YTD | -31.5% | +8.5% | -40.0% | -35.1% |
| 1Y | -27.4% | +11.4% | -38.7% | -32.3% |
| 3Y | -39.0% | +70.1% | -109.1% | -56.5% |
| All | -77.1% | +53.4% | -130.5% | -83.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling