-26.8%
HHH vs VT
+66.2%
-93.0%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -1.0% | +0.4% | -1.5% | -1.6% |
| 30D | -2.4% | +1.0% | -3.4% | -3.5% |
| 3M | -1.7% | +2.4% | -4.1% | -4.9% |
| 6M | -10.2% | +12.0% | -22.2% | -22.2% |
| YTD | -19.6% | +15.3% | -35.0% | -33.0% |
| 1Y | -17.5% | +22.6% | -40.1% | -36.3% |
| 3Y | -16.0% | +74.7% | -90.7% | -58.8% |
| All | -26.8% | +66.2% | -93.0% | -62.5% |
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