+2,295.5%
HWKN vs VT
+374.2%
+1,921.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.1% |
| 7D | +7.3% | +0.4% | +6.8% | +6.9% |
| 30D | -4.4% | +1.0% | -5.4% | -5.1% |
| 3M | -15.2% | +2.4% | -17.6% | -17.1% |
| 6M | -14.3% | +12.0% | -26.3% | -21.9% |
| YTD | -8.7% | +15.3% | -24.1% | -18.7% |
| 1Y | -23.0% | +22.6% | -45.6% | -34.5% |
| 3Y | +108.8% | +74.7% | +34.1% | +35.8% |
| 5Y | +268.5% | +66.1% | +202.3% | +147.2% |
| 10Y | +583.8% | +225.0% | +358.8% | +191.3% |
| All | +2,295.5% | +374.2% | +1,921.3% | +714.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling