+1,474.6%
HWM vs VTV
+230.1%
+1,244.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.3% |
| 7D | +7.3% | +2.9% | +4.4% | +2.9% |
| 30D | +1.6% | +3.8% | -2.2% | -3.9% |
| 3M | -21.9% | +1.6% | -23.4% | -23.6% |
| 6M | -19.0% | +11.2% | -30.2% | -30.9% |
| YTD | +7.9% | +22.0% | -14.0% | -19.5% |
| 1Y | +9.9% | +24.9% | -14.9% | -20.9% |
| 3Y | +342.1% | +78.5% | +263.7% | +86.7% |
| 5Y | +600.8% | +77.8% | +523.0% | +201.0% |
| All | +1,474.6% | +230.1% | +1,244.5% | +149.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling