+1,773.8%
HWM vs VIG
+252.9%
+1,520.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.2% |
| 7D | -2.1% | -0.4% | -1.7% | -1.5% |
| 30D | -11.0% | -1.0% | -10.0% | -9.8% |
| 3M | +4.0% | +2.8% | +1.3% | 0.0% |
| 6M | -0.2% | +8.2% | -8.4% | -10.7% |
| YTD | +26.7% | +11.0% | +15.6% | +9.3% |
| 1Y | +44.7% | +16.1% | +28.6% | +17.1% |
| 3Y | +426.1% | +56.2% | +369.9% | +181.7% |
| 5Y | +738.5% | +63.0% | +675.5% | +323.8% |
| All | +1,773.8% | +252.9% | +1,520.9% | +235.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling