+2,654.1%
VRT vs HIMS
+183.3%
+2,470.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.7% | +4.4% |
| 7D | +9.1% | -3.9% | +13.0% | +9.9% |
| 30D | +0.9% | -12.4% | +13.4% | +2.8% |
| 3M | -13.4% | -1.1% | -12.3% | -14.2% |
| 6M | +11.7% | +68.4% | -56.8% | -2.5% |
| YTD | +73.2% | -14.7% | +87.9% | +70.4% |
| 1Y | +123.4% | -42.4% | +165.8% | +134.1% |
| 3Y | +606.2% | +304.5% | +301.6% | +348.0% |
| 5Y | +899.9% | +237.5% | +662.4% | +500.9% |
| All | +2,654.1% | +183.3% | +2,470.8% | +982.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling