-87.5%
HERE vs VT
+78.1%
-165.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.1% | +1.4% | +1.8% |
| 7D | -3.9% | -4.2% | +0.3% | +0.6% |
| 30D | -14.5% | -5.8% | -8.7% | -8.8% |
| 3M | -22.6% | -5.2% | -17.4% | -18.1% |
| 6M | -55.5% | +0.1% | -55.6% | -55.3% |
| YTD | -71.2% | +8.2% | -79.5% | -73.3% |
| 1Y | -78.5% | +10.1% | -88.7% | -80.4% |
| 3Y | -37.5% | +69.7% | -107.1% | -53.3% |
| All | -87.5% | +78.1% | -165.6% | -90.3% |
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