+46.5%
HEEM vs VT
+53.4%
-6.9%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.7% |
| 7D | -2.1% | -2.3% | +0.2% | -0.1% |
| 30D | -10.9% | -5.0% | -5.9% | -6.9% |
| 3M | -8.6% | -4.9% | -3.7% | -4.5% |
| 6M | -11.6% | -1.5% | -10.1% | -9.8% |
| YTD | +9.4% | +8.5% | +0.9% | +3.7% |
| 1Y | +13.0% | +11.4% | +1.6% | +5.0% |
| 3Y | +73.0% | +70.1% | +2.9% | +17.4% |
| All | +46.5% | +53.4% | -6.9% | +7.6% |
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 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