+35.5%
HEWJ vs VT
+20.4%
+15.0%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.6% | -0.6% |
| 7D | -2.5% | -0.1% | -2.3% | -2.3% |
| 30D | -2.7% | -0.7% | -2.1% | -2.0% |
| 3M | +3.0% | +4.0% | -1.0% | -1.1% |
| 6M | +12.8% | +12.3% | +0.5% | -0.4% |
| YTD | +20.5% | +14.0% | +6.5% | +4.8% |
| 1Y | +35.5% | +20.3% | +15.2% | +12.0% |
| All | +35.5% | +20.4% | +15.0% | +12.0% |
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