+4.7%
HWM vs VIG
+17.3%
-12.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.0% |
| 7D | -1.8% | +1.0% | -2.7% | -2.9% |
| 30D | -2.7% | +4.5% | -7.2% | -8.1% |
| 3M | -22.7% | +2.1% | -24.8% | -24.6% |
| 6M | -18.9% | +10.5% | -29.4% | -28.9% |
| YTD | +7.1% | +15.1% | -8.0% | -12.2% |
| 1Y | +4.7% | +16.9% | -12.2% | -15.7% |
| All | +4.7% | +17.3% | -12.6% | -15.7% |
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