-88.1%
HIT vs VT
+35.6%
-123.7%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.6% | +6.2% | +5.8% |
| 7D | +3.6% | +0.4% | +3.3% | +3.3% |
| 30D | -18.1% | -2.6% | -15.5% | -15.5% |
| 3M | -45.9% | -3.2% | -42.6% | -43.8% |
| 6M | -61.1% | +0.9% | -62.1% | -61.8% |
| YTD | -61.9% | +11.3% | -73.2% | -67.4% |
| 1Y | -79.2% | +14.0% | -93.2% | -82.7% |
| All | -88.1% | +35.6% | -123.7% | -91.9% |
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