+38.0%
HVAC price history and return analytics
+36.2%
+1.8%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +2.4% |
| 7D | +1.1% | -1.1% | +2.3% | +2.9% |
| 30D | -7.4% | -1.0% | -6.4% | -5.9% |
| 3M | -12.7% | +3.2% | -15.8% | -16.2% |
| 6M | -1.2% | +12.5% | -13.7% | -15.6% |
| YTD | +11.3% | +14.1% | -2.8% | -6.4% |
| 1Y | +12.0% | +18.9% | -7.0% | -10.4% |
| All | +38.0% | +36.2% | +1.8% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling