+39.0%
HGTY vs VT
+73.1%
-34.2%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +1.0% | +0.4% | +0.5% | +0.7% |
| 30D | +0.2% | +1.0% | -0.8% | -0.3% |
| 3M | +33.4% | +2.4% | +31.0% | +31.0% |
| 6M | +25.2% | +12.0% | +13.2% | +15.7% |
| YTD | +0.8% | +15.3% | -14.5% | -8.9% |
| 1Y | +17.8% | +22.6% | -4.8% | +2.1% |
| 3Y | +50.9% | +74.7% | -23.8% | +1.1% |
| 5Y | +35.0% | +66.1% | -31.2% | -14.5% |
| All | +39.0% | +73.1% | -34.2% | -12.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling