-18.0%
HITI vs VT
+21.4%
-39.4%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.5% | +5.4% | +5.3% |
| 7D | +8.5% | +1.0% | +7.5% | +7.4% |
| 30D | +17.0% | -0.2% | +17.2% | +17.1% |
| 3M | +15.9% | +4.5% | +11.4% | +10.7% |
| 6M | +8.5% | +14.1% | -5.6% | -4.8% |
| YTD | +1.5% | +14.8% | -13.3% | -11.4% |
| 1Y | -18.0% | +21.2% | -39.2% | -33.8% |
| All | -18.0% | +21.4% | -39.4% | -33.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling