+1,490.9%
HWM price history and return analytics
+222.7%
+1,268.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.4% |
| 7D | +11.1% | +2.9% | +8.2% | +7.0% |
| 30D | +3.0% | -2.5% | +5.5% | +6.6% |
| 3M | -20.7% | -3.3% | -17.4% | -17.0% |
| 6M | -17.2% | +1.5% | -18.7% | -19.2% |
| YTD | +9.1% | +11.4% | -2.3% | -6.4% |
| 1Y | +9.0% | +11.9% | -2.9% | -7.0% |
| 3Y | +353.8% | +73.9% | +280.0% | +110.2% |
| 5Y | +608.0% | +57.9% | +550.2% | +279.4% |
| All | +1,490.9% | +222.7% | +1,268.2% | +171.5% |
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