+13.4%
HHH vs VT
+69.7%
-56.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.6% |
| 7D | +2.0% | -2.3% | +4.3% | +4.3% |
| 30D | +8.2% | -5.0% | +13.1% | +13.8% |
| 3M | +14.2% | -4.9% | +19.1% | +20.1% |
| 6M | +21.2% | -1.5% | +22.8% | +22.5% |
| YTD | -2.6% | +8.5% | -11.0% | -11.8% |
| 1Y | -0.7% | +11.4% | -12.0% | -12.8% |
| 3Y | +13.4% | +70.1% | -56.7% | -49.7% |
| All | +13.4% | +69.7% | -56.4% | -49.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling