+44.8%
HOG vs VT
+363.9%
-319.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | +1.6% |
| 7D | +17.2% | -0.3% | +17.5% | +17.5% |
| 30D | +32.1% | -1.4% | +33.5% | +34.4% |
| 3M | +31.4% | -1.4% | +32.8% | +33.6% |
| 6M | +51.2% | +5.5% | +45.7% | +40.2% |
| YTD | +73.1% | +12.8% | +60.3% | +45.6% |
| 1Y | +41.0% | +15.4% | +25.6% | +15.2% |
| 3Y | +29.3% | +76.9% | -47.6% | -39.4% |
| 5Y | +2.3% | +60.4% | -58.1% | -44.3% |
| 10Y | -20.6% | +232.8% | -253.4% | -82.2% |
| All | +44.8% | +363.9% | -319.1% | -79.0% |
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