+100.1%
HGER vs VT
+61.0%
+39.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -4.9% | -2.3% | -2.6% | -4.6% |
| 30D | -4.6% | -5.0% | +0.4% | -3.7% |
| 3M | +4.6% | -4.9% | +9.5% | +5.5% |
| 6M | +4.7% | -1.5% | +6.2% | +4.8% |
| YTD | +36.3% | +8.5% | +27.8% | +33.6% |
| 1Y | +37.1% | +11.4% | +25.7% | +33.6% |
| 3Y | +75.0% | +70.1% | +5.0% | +54.1% |
| All | +100.1% | +61.0% | +39.1% | +56.2% |
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 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