+107.9%
HST vs VTEB
+26.6%
+81.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +2.0% | -0.2% | +2.2% | +2.2% |
| 30D | -5.2% | -1.6% | -3.6% | -4.0% |
| 3M | -6.2% | -2.0% | -4.2% | -4.7% |
| 6M | +20.4% | -1.7% | +22.1% | +22.2% |
| YTD | +30.6% | -0.6% | +31.2% | +31.4% |
| 1Y | +37.4% | +1.8% | +35.5% | +35.6% |
| 3Y | +66.1% | +9.6% | +56.5% | +54.5% |
| 5Y | +73.7% | +2.1% | +71.7% | +69.2% |
| 10Y | +99.8% | +18.9% | +80.9% | +115.1% |
| All | +107.9% | +26.6% | +81.3% | +156.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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