-66.7%
HFFG vs VT
+74.4%
-141.2%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.1% |
| 7D | -1.4% | -0.1% | -1.2% | -1.3% |
| 30D | -8.2% | -3.1% | -5.2% | -4.9% |
| 3M | -7.1% | -3.5% | -3.6% | -3.6% |
| 6M | -23.3% | +0.5% | -23.7% | -25.7% |
| YTD | -32.6% | +10.8% | -43.3% | -44.0% |
| 1Y | -38.0% | +11.9% | -49.9% | -49.5% |
| 3Y | -66.7% | +73.0% | -139.7% | -84.8% |
| All | -66.7% | +74.4% | -141.2% | -84.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling