+215.0%
HIMS vs VGT
+131.4%
+83.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -0.3% |
| 7D | -1.4% | -1.0% | -0.3% | 0.0% |
| 30D | -10.1% | -0.4% | -9.6% | -9.4% |
| 3M | -1.2% | +6.6% | -7.8% | -8.8% |
| 6M | +16.9% | +31.0% | -14.1% | -17.2% |
| YTD | -15.5% | +27.2% | -42.7% | -37.7% |
| 1Y | -42.6% | +34.5% | -77.0% | -60.3% |
| 3Y | +320.2% | +123.1% | +197.1% | +63.6% |
| 5Y | +215.0% | +135.1% | +79.9% | +25.0% |
| All | +215.0% | +131.4% | +83.6% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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