-12.3%
HIBL vs VT
+57.0%
-69.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.3% | -4.4% | -3.3% |
| 7D | +11.6% | +2.4% | +9.3% | +1.3% |
| 30D | -26.2% | -1.5% | -24.7% | -15.1% |
| 3M | -39.3% | -4.1% | -35.2% | -18.0% |
| 6M | -31.8% | +0.6% | -32.3% | -19.1% |
| YTD | +6.6% | +11.0% | -4.4% | -16.0% |
| 1Y | +22.4% | +13.3% | +9.1% | -10.8% |
| 3Y | +197.4% | +73.4% | +124.0% | -54.6% |
| All | -12.3% | +57.0% | -69.3% | -62.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling