+80.6%
VTV vs HST
+75.9%
+4.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -0.7% | -0.3% | -0.3% | -0.6% |
| 30D | -0.5% | -2.8% | +2.3% | +0.3% |
| 3M | +5.3% | -6.5% | +11.8% | +7.1% |
| 6M | +12.9% | +20.7% | -7.8% | +6.3% |
| YTD | +18.5% | +30.5% | -12.0% | +8.8% |
| 1Y | +25.3% | +36.8% | -11.5% | +13.2% |
| 3Y | +68.2% | +65.9% | +2.3% | +41.4% |
| 5Y | +80.6% | +73.9% | +6.7% | +47.6% |
| All | +80.6% | +75.9% | +4.8% | +47.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling