-88.3%
HIT vs VT
+37.4%
-125.7%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.5% | +2.2% |
| 7D | -8.0% | -0.3% | -7.7% | -7.6% |
| 30D | -27.1% | -1.4% | -25.6% | -25.8% |
| 3M | -47.5% | -1.4% | -46.2% | -46.7% |
| 6M | -60.7% | +5.5% | -66.1% | -63.5% |
| YTD | -62.4% | +12.8% | -75.2% | -68.3% |
| 1Y | -79.7% | +15.4% | -95.1% | -83.3% |
| All | -88.3% | +37.4% | -125.7% | -92.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling