+1,474.6%
HWM vs VO
+197.6%
+1,277.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +7.3% | +3.1% | +4.2% | +3.2% |
| 30D | +1.6% | +2.2% | -0.6% | -1.1% |
| 3M | -21.9% | -2.5% | -19.4% | -19.1% |
| 6M | -19.0% | +7.0% | -26.0% | -25.7% |
| YTD | +7.9% | +14.0% | -6.1% | -8.7% |
| 1Y | +9.9% | +15.6% | -5.7% | -8.7% |
| 3Y | +342.1% | +66.2% | +276.0% | +130.9% |
| 5Y | +600.8% | +36.6% | +564.2% | +373.4% |
| All | +1,474.6% | +197.6% | +1,277.0% | +249.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling