+59.3%
HNDL vs VT
+128.7%
-69.4%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | -0.1% |
| 7D | -1.8% | -2.3% | +0.5% | -0.8% |
| 30D | 0.0% | -5.0% | +4.9% | +2.2% |
| 3M | -2.7% | -4.9% | +2.2% | -0.6% |
| 6M | -2.0% | -1.5% | -0.5% | -1.5% |
| YTD | +4.3% | +8.5% | -4.2% | +0.4% |
| 1Y | +5.1% | +11.4% | -6.2% | +0.1% |
| 3Y | +39.2% | +70.1% | -30.9% | +11.0% |
| 5Y | +17.4% | +53.7% | -36.3% | -4.3% |
| All | +59.3% | +128.7% | -69.4% | +13.9% |
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