-93.3%
HOWL vs VT
+57.9%
-151.2%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +2.9% | -1.6% | +4.5% | +5.9% |
| 30D | +15.3% | -2.5% | +17.8% | +20.6% |
| 3M | +190.8% | -1.3% | +192.1% | +199.6% |
| 6M | +48.0% | +3.1% | +44.9% | +42.7% |
| YTD | +68.8% | +10.9% | +57.8% | +45.3% |
| 1Y | -18.3% | +12.1% | -30.4% | -30.8% |
| 3Y | -66.2% | +73.9% | -140.1% | -84.0% |
| All | -93.3% | +57.9% | -151.2% | -96.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling