+75.6%
HST vs VMC
+3.7%
+71.9%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.6% | -3.3% | -0.3% |
| 7D | +3.3% | +12.3% | -9.0% | -0.8% |
| 30D | +16.4% | +21.2% | -4.9% | +8.8% |
| 3M | +5.5% | +4.6% | +0.9% | +3.4% |
| 6M | +31.1% | +3.9% | +27.3% | +28.3% |
| YTD | +55.9% | +5.0% | +51.0% | +48.1% |
| 1Y | +75.6% | +2.6% | +73.0% | +68.0% |
| All | +75.6% | +3.7% | +71.9% | +68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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