+132.0%
HSHP vs VT
+13.3%
+118.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.1% | +2.1% | +2.3% |
| 7D | +6.7% | -0.7% | +7.4% | +7.3% |
| 30D | -6.8% | -1.7% | -5.1% | -5.3% |
| 3M | +10.9% | -2.3% | +13.2% | +13.1% |
| 6M | +12.4% | +1.5% | +10.9% | +10.5% |
| YTD | +102.4% | +12.0% | +90.4% | +81.4% |
| 1Y | +132.0% | +12.9% | +119.2% | +107.1% |
| All | +132.0% | +13.3% | +118.8% | +107.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling