+74.3%
HIBL vs VT
+65.7%
+8.6%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | +0.1% |
| 7D | +7.1% | -0.1% | +7.3% | +7.8% |
| 30D | +0.3% | -0.7% | +1.0% | +4.7% |
| 3M | -3.9% | +4.0% | -7.9% | -13.4% |
| 6M | +56.3% | +12.3% | +44.0% | +3.5% |
| YTD | +61.8% | +14.0% | +47.8% | +2.8% |
| 1Y | +106.6% | +20.3% | +86.3% | +7.2% |
| 3Y | +233.0% | +75.4% | +157.5% | -54.9% |
| 5Y | +74.3% | +66.0% | +8.3% | -45.3% |
| All | +74.3% | +65.7% | +8.6% | -45.3% |
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 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