+732.5%
HQH vs VT
+360.7%
+371.9%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.1% | +0.4% |
| 7D | +2.4% | -0.7% | +3.1% | +3.1% |
| 30D | +12.0% | -1.7% | +13.7% | +13.6% |
| 3M | -3.1% | -2.3% | -0.8% | -1.3% |
| 6M | +16.7% | +1.5% | +15.2% | +15.2% |
| YTD | +27.5% | +12.0% | +15.5% | +17.1% |
| 1Y | +34.2% | +12.9% | +21.3% | +22.5% |
| 3Y | +115.0% | +74.9% | +40.0% | +41.5% |
| 5Y | +52.1% | +59.9% | -7.9% | +6.5% |
| 10Y | +144.0% | +224.6% | -80.6% | +3.7% |
| All | +732.5% | +360.7% | +371.9% | +168.2% |
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 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