+24.8%
HMOP vs VT
+146.4%
-121.6%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.4% | +0.5% |
| 7D | +1.2% | -4.2% | +5.4% | +1.4% |
| 30D | +4.1% | -5.8% | +9.9% | +4.4% |
| 3M | +0.2% | -5.2% | +5.4% | +0.5% |
| 6M | 0.0% | +0.1% | -0.1% | 0.0% |
| YTD | +0.9% | +8.2% | -7.3% | +0.4% |
| 1Y | +1.8% | +10.1% | -8.4% | +1.2% |
| 3Y | +15.0% | +69.7% | -54.7% | +11.4% |
| 5Y | +6.6% | +53.4% | -46.8% | +3.7% |
| All | +24.8% | +146.4% | -121.6% | +15.0% |
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