-27.0%
HDGE vs VT
+57.5%
-84.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | -0.5% |
| 7D | -1.0% | -0.1% | -0.9% | -0.9% |
| 30D | -6.7% | -3.1% | -3.6% | -9.6% |
| 3M | +0.2% | -3.5% | +3.7% | -3.2% |
| 6M | -14.0% | +0.5% | -14.5% | -13.0% |
| YTD | -10.7% | +10.8% | -21.5% | +1.8% |
| 1Y | -13.1% | +11.9% | -25.0% | +0.5% |
| 3Y | -30.3% | +73.0% | -103.3% | +45.6% |
| 5Y | -27.0% | +58.6% | -85.6% | +55.7% |
| All | -27.0% | +57.5% | -84.6% | +55.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling