-62.8%
HNST vs VT
+77.9%
-140.7%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +4.9% | +0.4% | +4.5% | +4.2% |
| 30D | +54.5% | +1.0% | +53.6% | +52.0% |
| 3M | +80.9% | +2.4% | +78.5% | +73.0% |
| 6M | +103.1% | +12.0% | +91.1% | +65.8% |
| YTD | +130.6% | +15.3% | +115.3% | +77.8% |
| 1Y | +49.9% | +22.6% | +27.3% | +4.3% |
| 3Y | +299.3% | +74.7% | +224.7% | +55.8% |
| 5Y | -43.7% | +66.1% | -109.9% | -74.4% |
| All | -62.8% | +77.9% | -140.7% | -84.7% |
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 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