+146.8%
HNGE vs VT
+34.6%
+112.2%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.9% |
| 7D | +3.0% | +1.0% | +2.0% | +1.8% |
| 30D | +3.8% | -0.2% | +4.0% | +4.0% |
| 3M | +47.5% | +4.5% | +42.9% | +40.5% |
| 6M | +100.9% | +14.1% | +86.8% | +70.7% |
| YTD | +99.5% | +14.8% | +84.8% | +67.4% |
| 1Y | +62.7% | +21.2% | +41.5% | +20.2% |
| All | +146.8% | +34.6% | +112.2% | +51.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling