-87.1%
HERE vs VT
+78.5%
-165.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.2% | +3.2% | +3.2% |
| 7D | +3.4% | -2.3% | +5.7% | +6.1% |
| 30D | -7.9% | -5.0% | -2.9% | -2.7% |
| 3M | -20.4% | -4.9% | -15.5% | -16.1% |
| 6M | -53.5% | -1.5% | -52.0% | -52.5% |
| YTD | -70.3% | +8.5% | -78.7% | -72.5% |
| 1Y | -76.1% | +11.4% | -87.4% | -78.5% |
| 3Y | -35.6% | +70.1% | -105.7% | -52.0% |
| All | -87.1% | +78.5% | -165.6% | -90.0% |
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