+98.5%
HNST vs VT
+12.5%
+86.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.0% |
| 7D | +19.5% | -0.1% | +19.7% | +19.4% |
| 30D | +2.6% | -3.1% | +5.6% | +5.3% |
| 3M | -0.6% | -3.5% | +2.9% | +2.6% |
| 6M | +42.9% | +0.5% | +42.4% | +42.4% |
| YTD | +101.6% | +10.8% | +90.8% | +76.0% |
| 1Y | +98.5% | +11.9% | +86.6% | +70.9% |
| All | +98.5% | +12.5% | +86.0% | +70.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling