-17.6%
HRMY vs VT
+57.5%
-75.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.7% |
| 7D | +4.1% | +2.9% | +1.2% | +1.6% |
| 30D | -8.7% | -2.5% | -6.2% | -6.8% |
| 3M | -15.0% | -3.3% | -11.7% | -12.6% |
| 6M | +12.1% | +1.5% | +10.6% | +10.2% |
| YTD | -9.7% | +11.4% | -21.0% | -18.4% |
| 1Y | +0.8% | +11.9% | -11.1% | -9.5% |
| 3Y | +42.1% | +73.9% | -31.7% | -14.6% |
| All | -17.6% | +57.5% | -75.1% | -40.0% |
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