+53.2%
HIPS vs VT
+221.8%
-168.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | -0.6% | +2.4% | -2.9% | -2.3% |
| 30D | -1.1% | -1.5% | +0.4% | -0.1% |
| 3M | -10.3% | -4.1% | -6.2% | -7.7% |
| 6M | -7.4% | +0.6% | -8.0% | -8.3% |
| YTD | -3.3% | +11.0% | -14.4% | -11.3% |
| 1Y | -1.9% | +13.3% | -15.2% | -11.4% |
| 3Y | +19.7% | +73.4% | -53.6% | -22.8% |
| 5Y | +9.5% | +57.4% | -47.9% | -24.4% |
| All | +53.2% | +221.8% | -168.5% | -40.4% |
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 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