-84.6%
HXHX vs VT
+47.0%
-131.6%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | 0.0% | -5.1% | -5.1% |
| 7D | -9.0% | +0.4% | -9.4% | -9.4% |
| 30D | -0.6% | +1.0% | -1.6% | -1.8% |
| 3M | +11.2% | +2.4% | +8.8% | +8.6% |
| 6M | -3.4% | +12.0% | -15.4% | -23.6% |
| YTD | -19.3% | +15.3% | -34.6% | -45.4% |
| 1Y | -52.2% | +22.6% | -74.8% | -71.7% |
| All | -84.6% | +47.0% | -131.6% | -95.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling