+187.4%
HIMS vs VTR
+65.8%
+121.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.7% |
| 7D | -0.9% | -2.4% | +1.4% | -0.6% |
| 30D | -10.8% | -3.7% | -7.1% | -10.4% |
| 3M | +3.7% | +13.5% | -9.9% | +1.4% |
| 6M | +79.0% | +7.2% | +71.8% | +76.2% |
| YTD | -13.2% | +17.6% | -30.8% | -15.8% |
| 1Y | -43.3% | +35.4% | -78.6% | -46.2% |
| 3Y | +331.4% | +132.8% | +198.6% | +278.1% |
| 5Y | +230.2% | +88.7% | +141.6% | +193.1% |
| All | +187.4% | +65.8% | +121.7% | +152.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 all: compounded portfolio wealth divided by compounded VTR 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…
all analysis · Full analysis span regression · 6 months rolling