+62.7%
HGV vs VT
+219.6%
-156.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -4.0% | +0.4% | -4.5% | -4.7% |
| 30D | -10.7% | +1.0% | -11.7% | -12.0% |
| 3M | -14.2% | +2.4% | -16.6% | -18.2% |
| 6M | -5.8% | +12.0% | -17.8% | -21.7% |
| YTD | -6.0% | +15.3% | -21.4% | -25.5% |
| 1Y | -12.4% | +22.6% | -35.0% | -36.8% |
| 3Y | -5.9% | +74.7% | -80.5% | -60.5% |
| 5Y | -4.0% | +66.1% | -70.2% | -55.3% |
| All | +62.7% | +219.6% | -156.9% | -67.3% |
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