+225.3%
HNGE vs VT
+30.5%
+194.8%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.6% | +3.0% | +2.6% |
| 7D | +5.8% | +0.4% | +5.4% | +5.4% |
| 30D | +18.7% | -2.6% | +21.3% | +22.3% |
| 3M | +36.8% | -3.2% | +40.0% | +42.0% |
| 6M | +118.1% | +0.9% | +117.2% | +115.1% |
| YTD | +163.1% | +11.3% | +151.7% | +128.5% |
| 1Y | +174.6% | +14.0% | +160.6% | +129.1% |
| All | +225.3% | +30.5% | +194.8% | +107.0% |
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