+14.7%
HVT vs VT
+53.2%
-38.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -4.1% | -7.1% | -7.2% |
| 7D | -11.4% | -4.2% | -7.2% | -7.4% |
| 30D | -6.6% | -5.8% | -0.8% | -1.0% |
| 3M | -8.6% | -5.2% | -3.3% | -3.6% |
| 6M | +32.2% | +0.1% | +32.1% | +32.1% |
| YTD | +16.3% | +8.2% | +8.1% | +7.7% |
| 1Y | +18.9% | +10.1% | +8.8% | +8.2% |
| 3Y | +6.9% | +69.7% | -62.8% | -35.4% |
| 5Y | +14.7% | +53.4% | -38.7% | -23.6% |
| All | +14.7% | +53.2% | -38.5% | -23.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling