+1,020.3%
HROW vs VT
+217.6%
+802.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -0.5% | +11.0% | +11.1% |
| 7D | +6.4% | -0.1% | +6.5% | +6.7% |
| 30D | +3.4% | -3.1% | +6.5% | +7.5% |
| 3M | -25.4% | -3.5% | -21.9% | -22.2% |
| 6M | -20.6% | +0.5% | -21.0% | -21.0% |
| YTD | -38.0% | +10.8% | -48.8% | -44.2% |
| 1Y | -11.1% | +11.9% | -23.0% | -20.5% |
| 3Y | +136.6% | +73.0% | +63.7% | +38.0% |
| 5Y | +178.5% | +58.6% | +119.9% | +77.1% |
| 10Y | +1,020.3% | +219.2% | +801.1% | +345.5% |
| All | +1,020.3% | +217.6% | +802.7% | +345.5% |
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