+145.9%
HNGE vs VT
+35.3%
+110.7%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +5.7% | +0.4% | +5.3% | +5.2% |
| 30D | +14.3% | +1.0% | +13.4% | +13.2% |
| 3M | +46.7% | +2.4% | +44.3% | +42.8% |
| 6M | +102.1% | +12.0% | +90.1% | +76.3% |
| YTD | +98.9% | +15.3% | +83.5% | +65.9% |
| 1Y | +64.9% | +22.6% | +42.3% | +19.3% |
| All | +145.9% | +35.3% | +110.7% | +50.3% |
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 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