-38.1%
HHS vs VT
+66.2%
-104.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | -1.6% | +0.4% | -2.1% | -1.9% |
| 30D | +88.9% | +1.0% | +88.0% | +87.7% |
| 3M | +70.1% | +2.4% | +67.7% | +67.0% |
| 6M | +57.6% | +12.0% | +45.6% | +45.0% |
| YTD | +41.9% | +15.3% | +26.5% | +27.6% |
| 1Y | +14.5% | +22.6% | -8.1% | -1.5% |
| 3Y | -33.5% | +74.7% | -108.2% | -57.1% |
| All | -38.1% | +66.2% | -104.3% | -57.8% |
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