-10.3%
HSAI vs VT
+84.3%
-94.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.4% |
| 7D | +8.4% | +0.4% | +8.0% | +7.6% |
| 30D | +5.5% | +1.0% | +4.5% | +3.8% |
| 3M | -6.7% | +2.4% | -9.1% | -10.1% |
| 6M | -25.5% | +12.0% | -37.5% | -39.6% |
| YTD | -15.7% | +15.3% | -31.0% | -35.3% |
| 1Y | -28.5% | +22.6% | -51.1% | -50.4% |
| 3Y | +79.9% | +74.7% | +5.2% | -30.0% |
| All | -10.3% | +84.3% | -94.6% | -66.3% |
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