-86.3%
HERE vs VT
+83.2%
-169.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.6% | +3.3% | +3.1% |
| 7D | +8.8% | +0.4% | +8.4% | +8.4% |
| 30D | -3.0% | -2.6% | -0.4% | -0.1% |
| 3M | -14.8% | -3.2% | -11.6% | -11.8% |
| 6M | -51.2% | +0.9% | -52.2% | -51.5% |
| YTD | -68.5% | +11.3% | -79.8% | -71.6% |
| 1Y | -73.5% | +14.0% | -87.5% | -76.7% |
| 3Y | -31.5% | +75.8% | -107.3% | -50.4% |
| All | -86.3% | +83.2% | -169.5% | -89.7% |
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