+89.5%
HERO vs VT
+137.6%
-48.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.3% |
| 7D | +0.2% | -0.1% | +0.4% | +0.3% |
| 30D | -2.6% | -0.7% | -1.9% | -2.1% |
| 3M | +9.5% | +4.0% | +5.5% | +5.4% |
| 6M | +0.6% | +12.3% | -11.7% | -9.8% |
| YTD | -9.2% | +14.0% | -23.2% | -19.7% |
| 1Y | -17.9% | +20.3% | -38.2% | -30.8% |
| 3Y | +43.9% | +75.4% | -31.5% | -13.5% |
| 5Y | -6.6% | +66.0% | -72.5% | -41.2% |
| All | +89.5% | +137.6% | -48.0% | -6.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling