+151.6%
HERD vs VT
+141.5%
+10.1%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.1% |
| 7D | +0.8% | -0.1% | +1.0% | +0.9% |
| 30D | +3.8% | -3.1% | +6.9% | +6.2% |
| 3M | +0.4% | -3.5% | +3.9% | +3.0% |
| 6M | +8.8% | +0.5% | +8.4% | +8.0% |
| YTD | +19.6% | +10.8% | +8.8% | +9.9% |
| 1Y | +23.7% | +11.9% | +11.8% | +12.7% |
| 3Y | +65.5% | +73.0% | -7.5% | +8.5% |
| 5Y | +64.7% | +58.6% | +6.0% | +13.5% |
| All | +151.6% | +141.5% | +10.1% | +28.2% |
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