+30.2%
HWM vs VIG
+14.1%
+16.2%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.2% |
| 7D | -8.0% | -1.2% | -6.9% | -6.4% |
| 30D | -18.0% | -2.8% | -15.2% | -14.8% |
| 3M | -9.5% | +2.5% | -12.0% | -12.2% |
| 6M | -8.4% | +8.1% | -16.5% | -17.8% |
| YTD | +13.6% | +9.6% | +4.1% | -0.3% |
| 1Y | +30.2% | +14.2% | +16.1% | +9.3% |
| All | +30.2% | +14.1% | +16.2% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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