+243.3%
HIBL vs VT
+76.6%
+166.7%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +4.9% |
| 7D | +13.1% | +1.0% | +12.1% | +7.6% |
| 30D | +1.2% | -0.2% | +1.4% | +3.5% |
| 3M | -2.2% | +4.5% | -6.7% | -14.7% |
| 6M | +69.2% | +14.1% | +55.1% | +2.1% |
| YTD | +66.8% | +14.8% | +52.0% | +0.8% |
| 1Y | +112.5% | +21.2% | +91.3% | +3.3% |
| 3Y | +243.3% | +76.6% | +166.7% | -57.9% |
| All | +243.3% | +76.6% | +166.7% | -57.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling