+622.3%
HWM vs VTRS
+47.1%
+575.2%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | 0.0% | +0.5% |
| 7D | -11.4% | -2.2% | -9.2% | -10.9% |
| 30D | -18.5% | +3.3% | -21.8% | -19.1% |
| 3M | -13.2% | +2.0% | -15.2% | -13.9% |
| 6M | -8.7% | +19.9% | -28.6% | -12.8% |
| YTD | +12.2% | +35.7% | -23.6% | +3.6% |
| 1Y | +24.9% | +68.1% | -43.2% | +9.3% |
| 3Y | +383.9% | +87.1% | +296.8% | +291.7% |
| All | +622.3% | +47.1% | +575.2% | +484.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 5y: compounded portfolio wealth divided by compounded VTRS 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…
5y analysis · Full analysis span regression · 6 months rolling