-89.5%
HKD vs VT
+106.1%
-195.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | 0.0% | +0.4% | -0.4% | -0.4% |
| 30D | +0.6% | +1.0% | -0.4% | -0.1% |
| 3M | -4.5% | +2.4% | -6.9% | -6.1% |
| 6M | +11.8% | +12.0% | -0.2% | +2.3% |
| YTD | +33.9% | +15.3% | +18.5% | +19.1% |
| 1Y | +5.6% | +22.6% | -17.0% | -10.3% |
| 3Y | -69.5% | +74.7% | -144.2% | -77.8% |
| All | -89.5% | +106.1% | -195.6% | -72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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