-42.4%
HIMS vs VTV
+27.0%
-69.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.1% | 0.0% |
| 7D | -3.9% | +0.5% | -4.4% | -4.8% |
| 30D | -12.4% | +1.1% | -13.6% | -14.1% |
| 3M | -1.1% | +5.9% | -7.0% | -9.8% |
| 6M | +68.4% | +11.6% | +56.8% | +37.8% |
| YTD | -14.7% | +19.8% | -34.5% | -37.3% |
| 1Y | -42.4% | +26.2% | -68.6% | -61.8% |
| All | -42.4% | +27.0% | -69.4% | -61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling