-16.4%
HOWL vs VT
+10.7%
-27.1%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -4.1% | -2.3% | +1.5% |
| 7D | -7.3% | -4.2% | -3.1% | +1.1% |
| 30D | +10.9% | -5.8% | +16.7% | +25.0% |
| 3M | +153.7% | -5.2% | +159.0% | +183.0% |
| 6M | +52.2% | +0.1% | +52.1% | +55.5% |
| YTD | +60.9% | +8.2% | +52.6% | +43.8% |
| 1Y | -16.4% | +10.1% | -26.5% | -28.4% |
| All | -16.4% | +10.7% | -27.1% | -28.4% |
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