+1,387.4%
HWM price history and return analytics
+212.7%
+1,174.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.1% |
| 7D | +3.3% | -2.3% | +5.6% | +6.6% |
| 30D | -7.6% | -5.0% | -2.7% | -1.0% |
| 3M | -28.9% | -4.9% | -24.1% | -24.0% |
| 6M | -19.7% | -1.5% | -18.1% | -18.4% |
| YTD | +0.5% | +8.5% | -7.9% | -10.6% |
| 1Y | +0.3% | +11.4% | -11.1% | -14.0% |
| 3Y | +325.8% | +70.1% | +255.8% | +103.6% |
| 5Y | +524.7% | +53.7% | +471.0% | +247.6% |
| 10Y | +1,491.8% | +220.0% | +1,271.8% | +223.2% |
| All | +1,387.4% | +212.7% | +1,174.8% | +203.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling