-38.0%
HMH vs VT
+9.3%
-47.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.4% | -4.1% | -18.3% | -20.6% |
| 7D | -36.0% | -4.2% | -31.8% | -34.4% |
| 30D | -36.8% | -5.8% | -31.0% | -35.5% |
| 3M | -42.0% | -5.2% | -36.8% | -40.8% |
| 6M | -45.9% | +0.1% | -46.1% | -39.9% |
| All | -38.0% | +9.3% | -47.3% | -17.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling