+76.6%
VTI vs HST
+92.1%
-15.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -2.9% | -1.3% |
| 7D | -0.4% | +0.6% | -1.0% | -0.7% |
| 30D | -3.2% | +14.5% | -17.7% | -7.8% |
| 3M | -2.9% | +15.4% | -18.3% | -7.9% |
| 6M | +2.4% | +22.0% | -19.6% | -5.4% |
| YTD | +11.2% | +54.9% | -43.7% | -6.7% |
| 1Y | +11.6% | +54.0% | -42.4% | -6.3% |
| 3Y | +76.6% | +90.4% | -13.9% | +31.7% |
| All | +76.6% | +92.1% | -15.5% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 3y: compounded portfolio wealth divided by compounded HST 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…
3y analysis · Full analysis span regression · 6 months rolling