-6.0%
HERO vs VT
+11.9%
-17.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.7% |
| 7D | +2.2% | +2.4% | -0.2% | +0.5% |
| 30D | +6.9% | -1.5% | +8.5% | +7.9% |
| 3M | +7.5% | -4.1% | +11.6% | +10.6% |
| 6M | +12.3% | +0.6% | +11.7% | +11.0% |
| YTD | -1.7% | +11.0% | -12.8% | -11.3% |
| 1Y | -6.0% | +13.3% | -19.3% | -17.0% |
| All | -6.0% | +11.9% | -17.9% | -17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling