+1,148.7%
VTI vs HBM
+654.4%
+494.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.8% | -6.3% | -1.4% |
| 7D | +0.6% | +7.4% | -6.7% | -0.5% |
| 30D | -1.1% | +5.1% | -6.2% | -2.0% |
| 3M | +3.9% | +11.1% | -7.2% | +1.5% |
| 6M | +14.6% | +30.2% | -15.6% | +8.5% |
| YTD | +13.3% | +46.2% | -32.9% | +4.6% |
| 1Y | +19.2% | +120.0% | -100.9% | +2.9% |
| 3Y | +77.4% | +527.4% | -450.0% | +26.6% |
| 5Y | +74.0% | +400.4% | -326.4% | +23.5% |
| 10Y | +294.6% | +621.5% | -326.9% | +131.2% |
| All | +1,148.7% | +654.4% | +494.3% | +496.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling