+1,579.2%
HWM price history and return analytics
+223.7%
+1,355.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.6% | +2.5% | +1.5% |
| 7D | +1.6% | +0.4% | +1.2% | +1.1% |
| 30D | -3.9% | -2.6% | -1.3% | -0.4% |
| 3M | -23.2% | -3.2% | -20.0% | -19.7% |
| 6M | -20.0% | +0.9% | -20.9% | -21.3% |
| YTD | +5.7% | +11.3% | -5.6% | -9.2% |
| 1Y | +4.9% | +14.0% | -9.1% | -12.9% |
| 3Y | +347.0% | +75.8% | +271.2% | +104.0% |
| 5Y | +563.0% | +57.8% | +505.2% | +255.7% |
| 10Y | +1,579.2% | +219.8% | +1,359.4% | +209.9% |
| All | +1,579.2% | +223.7% | +1,355.5% | +209.9% |
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