+32.3%
HWBK vs VT
+13.3%
+19.0%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.3% | -0.2% |
| 7D | -0.2% | -1.6% | +1.4% | 0.0% |
| 30D | +1.6% | -2.5% | +4.1% | +1.9% |
| 3M | +0.3% | -1.3% | +1.6% | +0.5% |
| 6M | +18.5% | +3.1% | +15.4% | +17.0% |
| YTD | +14.5% | +10.9% | +3.6% | +11.8% |
| All | +32.3% | +13.3% | +19.0% | +28.0% |
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