+325.8%
HWM vs VO
+60.2%
+265.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.6% | +2.6% |
| 7D | +3.3% | -2.6% | +5.9% | +6.7% |
| 30D | -7.6% | -0.9% | -6.7% | -6.4% |
| 3M | -28.9% | -3.0% | -25.9% | -26.1% |
| 6M | -19.7% | +2.2% | -21.9% | -21.8% |
| YTD | +0.5% | +10.6% | -10.0% | -11.1% |
| 1Y | +0.3% | +12.5% | -12.3% | -13.3% |
| 3Y | +325.8% | +61.4% | +264.5% | +175.2% |
| All | +325.8% | +60.2% | +265.7% | +175.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling