+56.4%
HG vs VT
+11.9%
+44.6%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.2% | +0.5% |
| 7D | +4.8% | +2.9% | +1.9% | +5.1% |
| 30D | +10.9% | -2.5% | +13.4% | +10.5% |
| 3M | +9.8% | -3.3% | +13.2% | +9.3% |
| 6M | +26.1% | +1.5% | +24.6% | +25.7% |
| YTD | +48.6% | +11.4% | +37.2% | +43.4% |
| 1Y | +56.4% | +11.9% | +44.5% | +50.2% |
| All | +56.4% | +11.9% | +44.6% | +50.2% |
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