+4.4%
HWM vs VYM
+21.8%
-17.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.2% | -5.5% | -5.7% |
| 7D | +9.4% | +1.2% | +8.3% | +8.0% |
| 30D | -7.0% | +5.2% | -12.2% | -12.6% |
| 3M | -25.9% | +0.5% | -26.4% | -26.2% |
| 6M | -10.8% | +7.7% | -18.5% | -18.9% |
| YTD | +4.3% | +17.2% | -12.9% | -14.9% |
| 1Y | +4.4% | +21.7% | -17.3% | -18.6% |
| All | +4.4% | +21.8% | -17.4% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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