+184.7%
HIMS vs VTV
+135.3%
+49.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.7% |
| 7D | -2.7% | -0.7% | -2.1% | -2.2% |
| 30D | -12.2% | -0.5% | -11.7% | -11.9% |
| 3M | -3.7% | +5.3% | -9.0% | -7.7% |
| 6M | +25.9% | +12.9% | +13.0% | +14.6% |
| YTD | -14.1% | +18.5% | -32.5% | -24.7% |
| 1Y | -41.6% | +25.3% | -66.9% | -51.0% |
| 3Y | +327.3% | +68.2% | +259.1% | +209.3% |
| 5Y | +207.9% | +80.6% | +127.3% | +120.5% |
| All | +184.7% | +135.3% | +49.4% | +96.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling