+390.3%
HWM vs VTV
+67.6%
+322.7%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.9% |
| 7D | -8.0% | -0.7% | -7.4% | -7.1% |
| 30D | -18.0% | -0.5% | -17.5% | -17.3% |
| 3M | -9.5% | +5.3% | -14.8% | -15.5% |
| 6M | -8.4% | +12.9% | -21.3% | -22.1% |
| YTD | +13.6% | +18.5% | -4.8% | -9.3% |
| 1Y | +30.2% | +25.3% | +5.0% | -3.6% |
| All | +390.3% | +67.6% | +322.7% | +155.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling