-55.2%
HROW vs VT
+346.0%
-401.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.2% | +3.0% | +3.2% |
| 7D | -4.8% | -2.3% | -2.5% | -3.6% |
| 30D | -12.2% | -5.0% | -7.2% | -9.9% |
| 3M | -32.6% | -4.9% | -27.8% | -30.9% |
| 6M | -33.2% | -1.5% | -31.7% | -32.6% |
| YTD | -45.1% | +8.5% | -53.6% | -46.7% |
| 1Y | -21.9% | +11.4% | -33.3% | -24.9% |
| 3Y | +100.8% | +70.1% | +30.7% | +65.5% |
| 5Y | +126.5% | +53.7% | +72.8% | +93.2% |
| 10Y | +926.3% | +220.0% | +706.4% | +651.9% |
| All | -55.2% | +346.0% | -401.2% | -68.6% |
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