-12.3%
HRMY vs VT
+107.9%
-120.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.1% | -1.6% | -2.0% |
| 7D | -15.9% | -4.2% | -11.7% | -12.7% |
| 30D | -17.5% | -5.8% | -11.7% | -13.0% |
| 3M | -15.1% | -5.2% | -9.8% | -11.0% |
| 6M | +0.4% | +0.1% | +0.3% | -0.2% |
| YTD | -13.2% | +8.2% | -21.5% | -20.1% |
| 1Y | +3.6% | +10.1% | -6.6% | -6.2% |
| 3Y | +25.3% | +69.7% | -44.4% | -25.3% |
| 5Y | -22.6% | +53.4% | -76.0% | -46.9% |
| All | -12.3% | +107.9% | -120.2% | -59.7% |
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