-95.1%
HXHX vs VT
+41.9%
-137.0%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.6% | -6.7% | -6.5% |
| 7D | +7.8% | +2.9% | +4.9% | +4.1% |
| 30D | -43.7% | -2.5% | -41.2% | -41.5% |
| 3M | -72.0% | -3.3% | -68.6% | -70.6% |
| 6M | -65.8% | +1.5% | -67.3% | -67.2% |
| YTD | -74.3% | +11.4% | -85.7% | -81.8% |
| 1Y | -72.9% | +11.9% | -84.8% | -80.9% |
| All | -95.1% | +41.9% | -137.0% | -98.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling