-11.7%
HSAI vs VT
+83.4%
-95.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -0.5% |
| 7D | +10.8% | +1.0% | +9.8% | +8.7% |
| 30D | -3.3% | -0.2% | -3.0% | -2.5% |
| 3M | -3.0% | +4.5% | -7.5% | -10.7% |
| 6M | -22.1% | +14.1% | -36.1% | -39.1% |
| YTD | -17.0% | +14.8% | -31.8% | -35.7% |
| 1Y | -34.8% | +21.2% | -56.0% | -53.7% |
| 3Y | +58.9% | +76.6% | -17.7% | -39.2% |
| All | -11.7% | +83.4% | -95.1% | -66.5% |
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