+156.4%
HWBK vs VT
+76.6%
+79.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.1% |
| 7D | +2.1% | +1.0% | +1.1% | +1.7% |
| 30D | -1.8% | -0.2% | -1.6% | -1.7% |
| 3M | +11.1% | +4.5% | +6.5% | +8.6% |
| 6M | +21.9% | +14.1% | +7.9% | +13.9% |
| YTD | +14.8% | +14.8% | +0.1% | +6.8% |
| 1Y | +27.4% | +21.2% | +6.2% | +14.7% |
| 3Y | +156.4% | +76.6% | +79.9% | +94.3% |
| All | +156.4% | +76.6% | +79.8% | +94.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling