+14.9%
VTI vs HBM
+47.3%
-32.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.6% | -2.1% | +1.1% |
| 7D | -0.6% | -5.8% | +5.3% | +0.1% |
| 30D | -1.0% | -18.5% | +17.5% | +1.3% |
| 3M | -0.8% | -10.3% | +9.5% | +0.1% |
| 6M | +7.1% | +2.1% | +4.9% | +5.7% |
| YTD | +13.4% | +12.0% | +1.4% | +8.5% |
| 1Y | +14.9% | +49.8% | -34.8% | +3.4% |
| All | +14.9% | +47.3% | -32.4% | +3.4% |
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