+98.8%
HGER vs VT
+64.8%
+34.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | -0.6% | +2.4% | -3.0% | -1.0% |
| 30D | -7.2% | -1.5% | -5.7% | -7.0% |
| 3M | +0.7% | -4.1% | +4.8% | +1.4% |
| 6M | +1.1% | +0.6% | +0.6% | +0.9% |
| YTD | +35.5% | +11.0% | +24.4% | +32.2% |
| 1Y | +34.2% | +13.3% | +20.9% | +30.4% |
| 3Y | +76.7% | +73.4% | +3.3% | +55.0% |
| All | +98.8% | +64.8% | +34.1% | +54.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling