+374.3%
HTHT vs VT
+222.7%
+151.6%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -4.3% | +0.4% | -4.7% | -4.8% |
| 30D | +8.1% | +1.0% | +7.1% | +6.8% |
| 3M | +2.3% | +2.4% | -0.1% | -1.3% |
| 6M | -10.6% | +12.0% | -22.6% | -22.7% |
| YTD | -0.2% | +15.3% | -15.5% | -16.7% |
| 1Y | +31.9% | +22.6% | +9.3% | +2.1% |
| 3Y | +25.0% | +74.7% | -49.7% | -37.1% |
| 5Y | +5.4% | +66.1% | -60.7% | -42.2% |
| All | +374.3% | +222.7% | +151.6% | +29.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling