+6.9%
HIO vs VT
+57.5%
-50.6%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.4% |
| 7D | +0.9% | -0.1% | +1.1% | +0.9% |
| 30D | +2.7% | -3.1% | +5.7% | +4.0% |
| 3M | -3.4% | -3.5% | +0.1% | -2.0% |
| 6M | -4.3% | +0.5% | -4.7% | -4.6% |
| YTD | -1.0% | +10.8% | -11.8% | -5.8% |
| 1Y | -1.0% | +11.9% | -12.9% | -6.2% |
| 3Y | +26.3% | +73.0% | -46.7% | -3.3% |
| 5Y | +6.9% | +58.6% | -51.7% | -15.5% |
| All | +6.9% | +57.5% | -50.6% | -15.5% |
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 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