+65.6%
HZO vs VT
+77.9%
-12.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | 0.0% | +0.4% | -0.5% | -0.9% |
| 30D | +44.8% | +1.0% | +43.8% | +41.9% |
| 3M | +49.5% | +2.4% | +47.2% | +42.4% |
| 6M | +75.4% | +12.0% | +63.4% | +40.9% |
| YTD | +115.3% | +15.3% | +99.9% | +63.5% |
| 1Y | +99.8% | +22.6% | +77.2% | +35.0% |
| All | +65.6% | +77.9% | -12.3% | -43.1% |
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 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