+114.1%
HQH vs VT
+74.1%
+39.9%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.6% | +0.7% | +1.3% |
| 7D | +3.9% | +0.4% | +3.5% | +3.8% |
| 30D | +9.4% | -2.6% | +12.0% | +11.7% |
| 3M | -2.7% | -3.2% | +0.5% | -0.2% |
| 6M | +15.4% | +0.9% | +14.4% | +14.4% |
| YTD | +26.0% | +11.3% | +14.6% | +15.8% |
| 1Y | +38.6% | +14.0% | +24.6% | +25.1% |
| 3Y | +114.1% | +75.8% | +38.2% | +40.2% |
| All | +114.1% | +74.1% | +39.9% | +40.2% |
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 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