+381.6%
HMY vs VT
+57.5%
+324.0%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.5% | -6.5% | -6.4% |
| 7D | +8.4% | -0.1% | +8.6% | +8.4% |
| 30D | -3.0% | -3.1% | 0.0% | +0.5% |
| 3M | -15.4% | -3.5% | -11.9% | -11.7% |
| 6M | -5.4% | +0.5% | -5.9% | -4.5% |
| YTD | -13.8% | +10.8% | -24.6% | -20.1% |
| 1Y | -1.8% | +11.9% | -13.7% | -9.6% |
| 3Y | +292.1% | +73.0% | +219.1% | +141.5% |
| 5Y | +381.6% | +58.6% | +323.0% | +164.5% |
| All | +381.6% | +57.5% | +324.0% | +164.5% |
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