-41.6%
HIMS vs VUG
+12.4%
-54.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | +0.1% |
| 7D | -2.7% | +0.1% | -2.8% | -3.1% |
| 30D | -12.2% | -1.7% | -10.5% | -8.8% |
| 3M | -3.7% | +2.8% | -6.5% | -7.9% |
| 6M | +25.9% | +13.6% | +12.3% | -1.6% |
| YTD | -14.1% | +8.1% | -22.1% | -26.3% |
| All | -41.6% | +12.4% | -54.0% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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