-98.0%
HIBS vs VT
+63.7%
-161.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.9% | +7.6% | +2.7% |
| 7D | +1.9% | -2.0% | +3.9% | -7.3% |
| 30D | +3.8% | -1.4% | +5.2% | -1.6% |
| 3M | -20.7% | +4.7% | -25.5% | +9.0% |
| 6M | -55.0% | +11.4% | -66.3% | -8.9% |
| YTD | -59.7% | +13.1% | -72.7% | -7.9% |
| 1Y | -71.5% | +19.0% | -90.5% | -11.2% |
| 3Y | -94.4% | +73.9% | -168.3% | +94.6% |
| 5Y | -98.0% | +65.4% | -163.4% | +30.4% |
| All | -98.0% | +63.7% | -161.7% | +30.4% |
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