+114.6%
HIBL vs VT
+128.0%
-13.5%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -2.6% |
| 7D | +26.6% | +2.9% | +23.7% | +14.4% |
| 30D | -32.0% | -2.5% | -29.5% | -19.4% |
| 3M | -35.2% | -3.3% | -31.9% | -18.6% |
| 6M | -28.5% | +1.5% | -30.1% | -19.2% |
| YTD | +11.9% | +11.4% | +0.5% | -6.6% |
| 1Y | +17.8% | +11.9% | +5.9% | -1.6% |
| 3Y | +206.6% | +73.9% | +132.7% | -28.9% |
| 5Y | -8.1% | +57.9% | -66.0% | -49.8% |
| All | +114.6% | +128.0% | -13.5% | -24.2% |
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