+89.3%
HIBL vs VT
+18.7%
+70.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.9% | -5.6% | -2.0% |
| 7D | -3.7% | -2.0% | -1.7% | +7.0% |
| 30D | -7.6% | -1.4% | -6.2% | +0.8% |
| 3M | +2.2% | +4.7% | -2.6% | -12.0% |
| 6M | +49.3% | +11.4% | +37.9% | +4.3% |
| YTD | +51.3% | +13.1% | +38.3% | -0.2% |
| 1Y | +89.3% | +19.0% | +70.3% | -2.3% |
| All | +89.3% | +18.7% | +70.6% | -2.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling