+1,024.4%
VRT vs HIMS
+221.2%
+803.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.7% | +2.0% | +3.3% |
| 7D | +13.6% | -0.9% | +14.6% | +13.8% |
| 30D | +6.8% | -10.8% | +17.6% | +8.7% |
| 3M | -3.2% | +3.7% | -6.9% | -5.3% |
| 6M | +20.3% | +79.0% | -58.6% | +1.9% |
| YTD | +79.6% | -13.2% | +92.8% | +75.7% |
| 1Y | +139.0% | -43.3% | +182.3% | +152.8% |
| 3Y | +644.6% | +331.4% | +313.2% | +305.1% |
| 5Y | +1,024.4% | +230.2% | +794.1% | +449.7% |
| All | +1,024.4% | +221.2% | +803.1% | +449.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HIMS.
Daily Out/Under-Performance
Portfolio return minus HIMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIMS 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 HIMS 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