+33.1%
HVAC price history and return analytics
+35.0%
-1.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -0.9% |
| 7D | -0.7% | -2.0% | +1.3% | +2.4% |
| 30D | -8.5% | -1.4% | -7.1% | -6.4% |
| 3M | -11.7% | +4.7% | -16.4% | -16.9% |
| 6M | -4.9% | +11.4% | -16.2% | -17.5% |
| YTD | +7.3% | +13.1% | -5.8% | -8.6% |
| 1Y | +9.3% | +19.0% | -9.7% | -12.4% |
| All | +33.1% | +35.0% | -1.9% | -4.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling