+50.1%
HMN vs VT
+66.2%
-16.1%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -0.8% | +0.4% | -1.2% | -1.0% |
| 30D | -2.2% | +1.0% | -3.2% | -2.6% |
| 3M | +12.6% | +2.4% | +10.2% | +11.2% |
| 6M | +18.7% | +12.0% | +6.7% | +12.5% |
| YTD | +12.1% | +15.3% | -3.3% | +4.6% |
| 1Y | +11.9% | +22.6% | -10.7% | +1.3% |
| 3Y | +94.4% | +74.7% | +19.7% | +47.7% |
| All | +50.1% | +66.2% | -16.1% | +15.4% |
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