+38.0%
HVT vs VT
+15.2%
+22.8%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -1.6% |
| 7D | +3.6% | -0.3% | +3.9% | +3.8% |
| 30D | +5.2% | -1.4% | +6.6% | +6.4% |
| 3M | +5.0% | -1.4% | +6.4% | +6.2% |
| 6M | +46.3% | +5.5% | +40.8% | +39.1% |
| YTD | +30.9% | +12.8% | +18.1% | +16.4% |
| 1Y | +38.0% | +15.4% | +22.6% | +20.0% |
| All | +38.0% | +15.2% | +22.8% | +20.0% |
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