-99.9%
HIBS vs VT
+127.4%
-227.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.8% | +4.3% |
| 7D | -13.5% | +2.4% | -15.9% | -2.1% |
| 30D | +12.6% | -1.5% | +14.1% | +13.2% |
| 3M | +24.1% | -4.1% | +28.2% | +15.2% |
| 6M | -15.1% | +0.6% | -15.6% | +9.0% |
| YTD | -55.4% | +11.0% | -66.4% | -2.4% |
| 1Y | -62.9% | +13.3% | -76.3% | -9.2% |
| 3Y | -95.1% | +73.4% | -168.5% | +33.6% |
| 5Y | -96.8% | +57.4% | -154.3% | +43.9% |
| All | -99.9% | +127.4% | -227.3% | -75.1% |
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