+877.2%
VTV vs HBM
+649.7%
+227.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -0.7% | +5.5% | -6.2% | -1.4% |
| 30D | -0.5% | +3.3% | -3.8% | -1.1% |
| 3M | +5.3% | +12.7% | -7.3% | +2.8% |
| 6M | +12.9% | +28.2% | -15.3% | +7.3% |
| YTD | +18.5% | +45.3% | -26.8% | +10.0% |
| 1Y | +25.3% | +121.7% | -96.4% | +8.9% |
| 3Y | +68.2% | +523.5% | -455.3% | +22.0% |
| 5Y | +80.6% | +393.9% | -313.3% | +30.0% |
| 10Y | +232.9% | +647.9% | -415.0% | +95.8% |
| All | +877.2% | +649.7% | +227.5% | +345.0% |
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