-94.9%
HOWL vs VT
+66.2%
-161.1%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.4% |
| 7D | +2.4% | +0.4% | +2.0% | +1.6% |
| 30D | +140.3% | +1.0% | +139.3% | +136.8% |
| 3M | +124.7% | +2.4% | +122.3% | +117.8% |
| 6M | +57.6% | +12.0% | +45.6% | +33.1% |
| YTD | +52.4% | +15.3% | +37.0% | +22.7% |
| 1Y | -28.4% | +22.6% | -51.0% | -47.4% |
| 3Y | -63.0% | +74.7% | -137.7% | -82.8% |
| All | -94.9% | +66.2% | -161.1% | -97.3% |
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