+1,331.0%
HIFS vs VT
+374.2%
+956.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | +4.2% | +0.4% | +3.7% | +4.0% |
| 30D | +1.6% | +1.0% | +0.7% | +1.2% |
| 3M | +7.0% | +2.4% | +4.6% | +5.8% |
| 6M | +8.4% | +12.0% | -3.6% | +3.5% |
| YTD | +9.5% | +15.3% | -5.9% | +3.3% |
| 1Y | +15.0% | +22.6% | -7.6% | +6.0% |
| 3Y | +57.7% | +74.7% | -16.9% | +28.5% |
| 5Y | +0.3% | +66.1% | -65.8% | -17.0% |
| 10Y | +163.2% | +225.0% | -61.8% | +85.0% |
| All | +1,331.0% | +374.2% | +956.8% | +828.5% |
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