+38.8%
HMC vs VT
+53.4%
-14.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.6% | -1.5% |
| 7D | +5.4% | -2.3% | +7.7% | +7.4% |
| 30D | +13.0% | -5.0% | +17.9% | +18.0% |
| 3M | +16.4% | -4.9% | +21.3% | +21.5% |
| 6M | +44.8% | -1.5% | +46.3% | +46.1% |
| YTD | +21.4% | +8.5% | +12.9% | +11.9% |
| 1Y | +17.7% | +11.4% | +6.3% | +5.8% |
| 3Y | +18.3% | +70.1% | -51.8% | -27.1% |
| All | +38.8% | +53.4% | -14.6% | -8.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling