+8.5%
HEDG vs VT
+12.5%
-4.0%
-3.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | -0.1% | -0.1% | +0.1% | 0.0% |
| 30D | -0.5% | -3.1% | +2.6% | +0.5% |
| 3M | +1.4% | -3.5% | +4.9% | +2.4% |
| 6M | +4.3% | +0.5% | +3.8% | +4.0% |
| YTD | +6.5% | +10.8% | -4.3% | +1.8% |
| 1Y | +8.5% | +11.9% | -3.4% | +3.3% |
| All | +8.5% | +12.5% | -4.0% | +3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling