+346.7%
HWM vs VTR
+131.9%
+214.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.2% |
| 7D | +11.1% | +0.7% | +10.4% | +10.9% |
| 30D | +3.0% | +6.9% | -4.0% | +1.0% |
| 3M | -20.7% | +1.3% | -22.0% | -21.1% |
| 6M | -17.2% | +2.5% | -19.7% | -18.3% |
| YTD | +9.1% | +18.0% | -8.9% | +3.4% |
| 1Y | +9.0% | +19.5% | -10.4% | +3.0% |
| All | +346.7% | +131.9% | +214.8% | +233.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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