+27.1%
HOG vs VT
+69.7%
-42.6%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | 0.0% |
| 7D | +4.6% | -2.3% | +6.9% | +7.5% |
| 30D | +21.2% | -5.0% | +26.1% | +28.1% |
| 3M | +28.0% | -4.9% | +32.8% | +35.2% |
| 6M | +39.0% | -1.5% | +40.5% | +40.8% |
| YTD | +63.4% | +8.5% | +55.0% | +46.1% |
| 1Y | +34.3% | +11.4% | +22.9% | +15.9% |
| 3Y | +27.1% | +70.1% | -42.9% | -47.5% |
| All | +27.1% | +69.7% | -42.6% | -47.5% |
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