+4.4%
HWM vs VG
+47.2%
-42.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -7.7% | +3.4% | -5.0% |
| 7D | +9.4% | -16.4% | +25.8% | +7.7% |
| 30D | -7.0% | -10.8% | +3.8% | -7.8% |
| 3M | -25.9% | -6.3% | -19.6% | -26.0% |
| 6M | -10.8% | -12.5% | +1.7% | -10.5% |
| YTD | +4.3% | +76.9% | -72.6% | +0.3% |
| 1Y | +4.4% | +51.8% | -47.4% | +0.6% |
| All | +4.4% | +47.2% | -42.8% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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