+92.4%
HSMV vs VT
+160.3%
-67.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.2% |
| 7D | -0.4% | -2.3% | +1.9% | +1.3% |
| 30D | +3.1% | -5.0% | +8.1% | +7.0% |
| 3M | -5.2% | -4.9% | -0.3% | -1.8% |
| 6M | -0.6% | -1.5% | +0.9% | -0.1% |
| YTD | +5.6% | +8.5% | -2.9% | -2.1% |
| 1Y | +7.3% | +11.4% | -4.0% | -2.7% |
| 3Y | +32.7% | +70.1% | -37.3% | -16.5% |
| 5Y | +16.8% | +53.7% | -37.0% | -20.0% |
| All | +92.4% | +160.3% | -67.9% | -26.5% |
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 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