+299.3%
HYMC vs VT
+21.4%
+277.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +2.8% |
| 7D | +6.1% | +1.0% | +5.1% | +2.7% |
| 30D | -13.5% | -0.2% | -13.3% | -12.2% |
| 3M | -12.8% | +4.5% | -17.3% | -21.6% |
| 6M | -40.8% | +14.1% | -54.9% | -56.7% |
| YTD | -3.4% | +14.8% | -18.2% | -26.3% |
| 1Y | +299.3% | +21.2% | +278.1% | +193.9% |
| All | +299.3% | +21.4% | +277.9% | +193.9% |
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