+947.7%
VTI vs HST
+359.4%
+588.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.4% |
| 7D | -0.7% | -1.3% | +0.6% | -0.3% |
| 30D | -1.9% | +13.4% | -15.3% | -5.6% |
| 3M | -1.4% | +16.7% | -18.1% | -6.0% |
| 6M | +3.5% | +24.0% | -20.5% | -3.4% |
| YTD | +12.6% | +54.0% | -41.4% | -1.9% |
| 1Y | +12.7% | +55.0% | -42.3% | -2.0% |
| 3Y | +78.8% | +89.3% | -10.5% | +44.7% |
| 5Y | +67.2% | +85.4% | -18.2% | +33.4% |
| 10Y | +293.9% | +137.1% | +156.7% | +171.7% |
| All | +947.7% | +359.4% | +588.2% | +354.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling