-89.1%
HIT vs VT
+32.1%
-121.2%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.6% |
| 7D | -3.5% | -2.3% | -1.1% | -0.9% |
| 30D | -26.7% | -5.0% | -21.8% | -22.4% |
| 3M | -50.3% | -4.9% | -45.4% | -47.4% |
| 6M | -63.4% | -1.5% | -61.8% | -63.1% |
| YTD | -65.0% | +8.5% | -73.5% | -69.2% |
| 1Y | -80.1% | +11.4% | -91.5% | -83.0% |
| All | -89.1% | +32.1% | -121.2% | -92.3% |
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