+91.9%
HGTY vs VT
+69.4%
+22.5%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.7% | +8.2% | +8.8% |
| 7D | +21.2% | -0.3% | +21.5% | +21.4% |
| 30D | +36.1% | -1.4% | +37.5% | +37.2% |
| 3M | +59.6% | -1.4% | +61.0% | +60.8% |
| 6M | +85.8% | +5.5% | +80.3% | +78.4% |
| YTD | +39.2% | +12.8% | +26.4% | +27.4% |
| 1Y | +68.0% | +15.4% | +52.5% | +51.3% |
| 3Y | +141.4% | +76.9% | +64.6% | +59.8% |
| 5Y | +82.7% | +60.4% | +22.3% | +17.2% |
| All | +91.9% | +69.4% | +22.5% | +22.9% |
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