+14.2%
HRMY vs VT
+121.6%
-107.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +0.9% |
| 7D | +7.8% | +0.4% | +7.3% | +7.3% |
| 30D | +10.5% | +1.0% | +9.5% | +9.4% |
| 3M | +28.2% | +2.4% | +25.8% | +25.1% |
| 6M | +48.0% | +12.0% | +36.0% | +32.6% |
| YTD | +12.9% | +15.3% | -2.4% | -1.7% |
| 1Y | +16.4% | +22.6% | -6.2% | -4.5% |
| 3Y | +17.1% | +74.7% | -57.6% | -31.6% |
| 5Y | +16.9% | +66.1% | -49.3% | -25.5% |
| All | +14.2% | +121.6% | -107.4% | -50.4% |
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