+1,059.1%
HROW vs VT
+223.7%
+835.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | -0.8% |
| 7D | -2.6% | +0.4% | -3.0% | -2.8% |
| 30D | -6.4% | -2.6% | -3.8% | -3.2% |
| 3M | -32.1% | -3.2% | -28.8% | -29.3% |
| 6M | -28.1% | +0.9% | -29.1% | -28.9% |
| YTD | -43.9% | +11.3% | -55.2% | -49.8% |
| 1Y | -19.0% | +14.0% | -33.0% | -29.1% |
| 3Y | +114.3% | +75.8% | +38.4% | +23.0% |
| 5Y | +139.3% | +57.8% | +81.5% | +53.2% |
| 10Y | +1,059.1% | +219.8% | +839.3% | +400.7% |
| All | +1,059.1% | +223.7% | +835.4% | +400.7% |
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 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