+17.2%
VTI vs HWM
+24.8%
-7.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.7% |
| 7D | -0.9% | -11.4% | +10.5% | +1.0% |
| 30D | -1.4% | -18.5% | +17.0% | +1.9% |
| 3M | +3.6% | -13.2% | +16.8% | +5.6% |
| 6M | +13.6% | -8.7% | +22.3% | +13.9% |
| YTD | +12.9% | +12.2% | +0.8% | +8.0% |
| 1Y | +17.2% | +24.9% | -7.7% | +9.3% |
| All | +17.2% | +24.8% | -7.6% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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