+132.8%
HGTY vs VT
+69.7%
+63.0%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.4% | -2.2% |
| 7D | +15.3% | -2.3% | +17.7% | +16.5% |
| 30D | +29.0% | -5.0% | +34.0% | +31.8% |
| 3M | +33.2% | -4.9% | +38.1% | +36.0% |
| 6M | +78.5% | -1.5% | +80.0% | +78.6% |
| YTD | +33.7% | +8.5% | +25.2% | +26.4% |
| 1Y | +54.0% | +11.4% | +42.6% | +43.3% |
| 3Y | +132.8% | +70.1% | +62.7% | +75.2% |
| All | +132.8% | +69.7% | +63.0% | +75.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling