+56.7%
HG vs VT
+11.9%
+44.8%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.9% |
| 7D | +4.0% | +2.4% | +1.6% | +4.3% |
| 30D | +9.5% | -1.5% | +11.0% | +9.2% |
| 3M | +9.1% | -4.1% | +13.2% | +8.4% |
| 6M | +26.9% | +0.6% | +26.3% | +26.6% |
| YTD | +47.3% | +11.0% | +36.2% | +42.4% |
| 1Y | +56.7% | +13.3% | +43.4% | +50.1% |
| All | +56.7% | +11.9% | +44.8% | +50.1% |
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