+153.4%
HEWJ vs VT
+66.2%
+87.2%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.4% |
| 7D | -1.2% | +1.0% | -2.2% | -2.0% |
| 30D | -1.1% | -0.2% | -0.9% | -0.9% |
| 3M | +3.5% | +4.5% | -1.1% | -0.3% |
| 6M | +14.6% | +14.1% | +0.5% | +2.5% |
| YTD | +22.1% | +14.8% | +7.3% | +8.8% |
| 1Y | +35.8% | +21.2% | +14.6% | +15.6% |
| 3Y | +103.8% | +76.6% | +27.2% | +31.2% |
| 5Y | +153.4% | +66.6% | +86.8% | +75.0% |
| All | +153.4% | +66.2% | +87.2% | +75.0% |
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 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