+11.6%
HMC vs VT
+11.9%
-0.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.2% | +1.0% |
| 7D | -7.5% | +2.9% | -10.4% | -9.7% |
| 30D | +0.6% | -2.5% | +3.1% | +2.6% |
| 3M | +7.1% | -3.3% | +10.4% | +10.1% |
| 6M | +39.1% | +1.5% | +37.5% | +35.3% |
| YTD | +13.7% | +11.4% | +2.4% | -0.5% |
| 1Y | +11.6% | +11.9% | -0.3% | -2.8% |
| All | +11.6% | +11.9% | -0.2% | -2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling