+135.5%
HII vs VT
+214.8%
-79.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.1% | -0.7% | -1.7% |
| 7D | -8.5% | -4.2% | -4.3% | -5.5% |
| 30D | +9.7% | -5.8% | +15.5% | +14.6% |
| 3M | -8.5% | -5.2% | -3.2% | -4.9% |
| 6M | -10.5% | +0.1% | -10.6% | -11.0% |
| YTD | -13.9% | +8.2% | -22.1% | -19.4% |
| 1Y | -4.1% | +10.1% | -14.2% | -11.3% |
| 3Y | +31.6% | +69.7% | -38.1% | -13.3% |
| 5Y | +66.2% | +53.4% | +12.8% | +17.4% |
| All | +135.5% | +214.8% | -79.3% | -0.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling