+595.5%
HZO vs VT
+374.2%
+221.3%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | 0.0% | +0.4% | -0.5% | -0.7% |
| 30D | +44.8% | +1.0% | +43.8% | +42.4% |
| 3M | +49.5% | +2.4% | +47.2% | +43.8% |
| 6M | +75.4% | +12.0% | +63.4% | +47.6% |
| YTD | +115.3% | +15.3% | +99.9% | +73.7% |
| 1Y | +99.8% | +22.6% | +77.2% | +47.7% |
| 3Y | +52.7% | +74.7% | -22.0% | -30.6% |
| 5Y | +6.8% | +66.1% | -59.4% | -47.4% |
| 10Y | +161.1% | +225.0% | -63.9% | -52.9% |
| All | +595.5% | +374.2% | +221.3% | +20.8% |
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