+179.4%
HROW vs VT
+57.0%
+122.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.3% | +6.7% | +6.8% |
| 7D | +12.0% | +2.4% | +9.7% | +8.8% |
| 30D | +10.6% | -1.5% | +12.1% | +12.9% |
| 3M | -22.5% | -4.1% | -18.4% | -18.4% |
| 6M | +1.0% | +0.6% | +0.4% | 0.0% |
| YTD | -38.5% | +11.0% | -49.6% | -45.2% |
| 1Y | -20.5% | +13.3% | -33.9% | -30.5% |
| 3Y | +134.8% | +73.4% | +61.4% | +44.2% |
| All | +179.4% | +57.0% | +122.4% | +83.5% |
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 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