+4.4%
HWM vs VTV
+28.2%
-23.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.5% | -5.8% | -6.2% |
| 7D | +9.4% | +1.8% | +7.6% | +6.8% |
| 30D | -7.0% | +6.0% | -13.0% | -14.2% |
| 3M | -25.9% | +3.7% | -29.5% | -29.3% |
| 6M | -10.8% | +13.9% | -24.8% | -25.9% |
| YTD | +4.3% | +22.8% | -18.5% | -21.4% |
| 1Y | +4.4% | +27.9% | -23.5% | -24.1% |
| All | +4.4% | +28.2% | -23.9% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling