+32.8%
HXL vs VT
+77.9%
-45.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -3.0% | +0.4% | -3.5% | -3.5% |
| 30D | -11.7% | +1.0% | -12.7% | -12.6% |
| 3M | +2.9% | +2.4% | +0.5% | 0.0% |
| 6M | +0.8% | +12.0% | -11.2% | -11.7% |
| YTD | +25.2% | +15.3% | +9.9% | +5.8% |
| 1Y | +44.6% | +22.6% | +22.0% | +13.7% |
| All | +32.8% | +77.9% | -45.1% | -27.7% |
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