-81.3%
HXHX vs VT
+10.7%
-92.0%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.0% | -4.1% | -14.9% | -15.4% |
| 7D | -11.3% | -4.2% | -7.1% | -7.4% |
| 30D | -55.5% | -5.8% | -49.7% | -53.1% |
| 3M | -70.7% | -5.2% | -65.4% | -69.2% |
| 6M | -71.8% | +0.1% | -71.9% | -72.5% |
| YTD | -76.2% | +8.2% | -84.4% | -85.1% |
| 1Y | -81.3% | +10.1% | -91.4% | -88.9% |
| All | -81.3% | +10.7% | -92.0% | -88.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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