+10.2%
HZO vs VT
+66.2%
-56.0%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.8% |
| 7D | +0.1% | +1.0% | -0.9% | -1.5% |
| 30D | +46.2% | -0.2% | +46.5% | +46.4% |
| 3M | +57.8% | +4.5% | +53.3% | +46.6% |
| 6M | +94.2% | +14.1% | +80.2% | +57.9% |
| YTD | +115.3% | +14.8% | +100.6% | +74.2% |
| 1Y | +97.7% | +21.2% | +76.5% | +47.7% |
| 3Y | +66.5% | +76.6% | -10.1% | -23.3% |
| 5Y | +10.2% | +66.6% | -56.4% | -40.7% |
| All | +10.2% | +66.2% | -56.0% | -40.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling