+1,573.3%
HWM price history and return analytics
+230.8%
+1,342.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -0.5% | -10.2% | -10.0% |
| 7D | -9.2% | +1.0% | -10.2% | -10.3% |
| 30D | -17.9% | -0.2% | -17.6% | -17.6% |
| 3M | -6.0% | +4.5% | -10.6% | -11.7% |
| 6M | -7.4% | +14.1% | -21.4% | -22.9% |
| YTD | +13.1% | +14.8% | -1.7% | -6.7% |
| 1Y | +29.3% | +21.2% | +8.1% | -1.1% |
| 3Y | +389.9% | +76.6% | +313.3% | +123.0% |
| 5Y | +655.5% | +66.6% | +588.9% | +275.9% |
| All | +1,573.3% | +230.8% | +1,342.6% | +216.7% |
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