-31.9%
HSAI vs VT
+73.4%
-105.3%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.2% | +11.4% | +11.1% |
| 7D | +17.7% | -2.3% | +20.0% | +23.4% |
| 30D | -10.4% | -5.0% | -5.5% | 0.0% |
| 3M | -19.3% | -4.9% | -14.4% | -9.4% |
| 6M | -36.2% | -1.5% | -34.6% | -32.5% |
| YTD | -36.0% | +8.5% | -44.5% | -43.9% |
| 1Y | -35.2% | +11.4% | -46.6% | -45.6% |
| 3Y | +42.3% | +70.1% | -27.8% | -40.2% |
| All | -31.9% | +73.4% | -105.3% | -70.8% |
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