-27.7%
HWKN vs VT
+18.7%
-46.4%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.5% |
| 7D | -5.2% | -2.0% | -3.2% | -3.7% |
| 30D | -5.3% | -1.4% | -3.8% | -4.2% |
| 3M | -20.1% | +4.7% | -24.9% | -23.2% |
| 6M | -17.1% | +11.4% | -28.4% | -26.1% |
| YTD | -13.3% | +13.1% | -26.4% | -24.8% |
| 1Y | -27.7% | +19.0% | -46.7% | -43.8% |
| All | -27.7% | +18.7% | -46.4% | -43.8% |
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