+40.1%
VG vs HBM
+36.9%
+3.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +9.0% | -6.6% | +4.0% |
| 7D | -8.3% | +5.0% | -13.3% | -7.4% |
| 30D | -10.3% | -12.7% | +2.4% | -12.8% |
| 3M | -10.8% | -17.4% | +6.7% | -13.8% |
| 6M | +3.5% | -8.9% | +12.3% | +5.5% |
| YTD | +74.0% | +14.9% | +59.0% | +70.0% |
| All | +40.1% | +36.9% | +3.2% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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