-7.5%
HRMY vs VT
+115.3%
-122.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.9% | +1.0% |
| 7D | -0.6% | -0.7% | +0.1% | +0.1% |
| 30D | -10.5% | -1.7% | -8.7% | -9.1% |
| 3M | -13.4% | -2.3% | -11.1% | -11.7% |
| 6M | +13.4% | +1.5% | +11.9% | +11.4% |
| YTD | -8.6% | +12.0% | -20.6% | -18.3% |
| 1Y | +3.8% | +12.9% | -9.1% | -8.0% |
| 3Y | +43.9% | +74.9% | -31.0% | -16.5% |
| 5Y | -19.5% | +59.9% | -79.4% | -46.8% |
| All | -7.5% | +115.3% | -122.8% | -58.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling