+193.1%
HSBC vs VT
+75.6%
+117.5%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.8% | -0.8% |
| 7D | +1.5% | -0.7% | +2.2% | +2.1% |
| 30D | -3.8% | -1.7% | -2.1% | -2.2% |
| 3M | -11.7% | -2.3% | -9.4% | -9.6% |
| 6M | +1.2% | +1.5% | -0.3% | -0.5% |
| YTD | +19.8% | +12.0% | +7.7% | +7.2% |
| 1Y | +29.9% | +12.9% | +17.1% | +15.6% |
| All | +193.1% | +75.6% | +117.5% | +79.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling