+68.3%
HGTY vs VT
+57.4%
+11.0%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.6% | -6.8% | -5.7% |
| 7D | +8.4% | +0.4% | +8.0% | +8.1% |
| 30D | +21.2% | -2.6% | +23.8% | +23.0% |
| 3M | +26.5% | -3.2% | +29.8% | +28.9% |
| 6M | +71.2% | +0.9% | +70.2% | +68.9% |
| YTD | +28.1% | +11.3% | +16.8% | +17.7% |
| 1Y | +38.5% | +14.0% | +24.5% | +25.1% |
| 3Y | +102.4% | +75.8% | +26.5% | +31.1% |
| 5Y | +68.3% | +57.8% | +10.5% | +5.6% |
| All | +68.3% | +57.4% | +11.0% | +5.6% |
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