-80.7%
HMR vs VT
+29.4%
-110.1%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.6% | +4.7% | +4.4% |
| 7D | -11.5% | +2.9% | -14.4% | -13.0% |
| 30D | -39.8% | -2.5% | -37.3% | -38.8% |
| 3M | -12.9% | -3.3% | -9.5% | -11.2% |
| 6M | +34.8% | +1.5% | +33.3% | +35.1% |
| YTD | +46.9% | +11.4% | +35.5% | +43.5% |
| 1Y | -4.2% | +11.9% | -16.1% | -6.3% |
| All | -80.7% | +29.4% | -110.1% | -91.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling