+35.9%
HGLB vs VT
+66.2%
-30.3%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -1.6% | +0.4% | -2.0% | -1.9% |
| 30D | -0.2% | +1.0% | -1.2% | -0.8% |
| 3M | -3.8% | +2.4% | -6.2% | -5.2% |
| 6M | -12.1% | +12.0% | -24.1% | -18.1% |
| YTD | -11.7% | +15.3% | -27.1% | -19.2% |
| 1Y | -3.9% | +22.6% | -26.5% | -15.0% |
| 3Y | +34.6% | +74.7% | -40.1% | -3.5% |
| All | +35.9% | +66.2% | -30.3% | -5.5% |
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