+64.4%
VG vs HBM
+31.2%
+33.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.5% | +6.2% | +4.4% |
| 7D | +15.1% | +5.1% | +10.1% | +16.3% |
| 30D | -4.2% | -15.8% | +11.6% | -7.5% |
| 3M | -3.1% | -22.4% | +19.3% | -7.7% |
| 6M | +0.3% | -20.2% | +20.6% | -0.9% |
| YTD | +95.5% | +9.0% | +86.5% | +95.4% |
| 1Y | +64.4% | +27.4% | +37.1% | +52.1% |
| All | +64.4% | +31.2% | +33.2% | +52.1% |
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