-61.1%
HYDR vs VT
+70.7%
-131.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +1.7% | +0.4% | +1.3% | +0.9% |
| 30D | +0.7% | +1.0% | -0.2% | -0.9% |
| 3M | -30.7% | +2.4% | -33.1% | -32.6% |
| 6M | +12.7% | +12.0% | +0.7% | -5.5% |
| YTD | +40.0% | +15.3% | +24.6% | +11.9% |
| 1Y | +80.4% | +22.6% | +57.8% | +31.9% |
| 3Y | +9.3% | +74.7% | -65.3% | -56.3% |
| 5Y | -61.7% | +66.1% | -127.8% | -82.1% |
| All | -61.1% | +70.7% | -131.8% | -82.8% |
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