+41.6%
HGER vs VT
+13.3%
+28.4%
-14.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -3.4% | -1.6% | -1.7% | -3.4% |
| 30D | -2.0% | -2.5% | +0.5% | -2.1% |
| 3M | +9.0% | -1.3% | +10.3% | +8.9% |
| 6M | +6.9% | +3.1% | +3.8% | +7.4% |
| YTD | +39.4% | +10.9% | +28.5% | +41.4% |
| All | +41.6% | +13.3% | +28.4% | +42.9% |
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