+78.6%
VTV vs HST
+83.2%
-4.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.2% |
| 7D | -0.4% | -1.3% | +0.9% | -0.1% |
| 30D | +3.9% | +13.4% | -9.5% | +0.1% |
| 3M | +2.6% | +16.7% | -14.1% | -2.0% |
| 6M | +11.5% | +24.0% | -12.5% | +4.3% |
| YTD | +22.3% | +54.0% | -31.7% | +7.0% |
| 1Y | +24.5% | +55.0% | -30.5% | +8.6% |
| 3Y | +78.8% | +89.3% | -10.6% | +44.6% |
| 5Y | +78.6% | +85.4% | -6.8% | +44.9% |
| All | +78.6% | +83.2% | -4.5% | +44.9% |
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 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