-12.3%
HITI vs VT
+10.1%
-22.5%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | +1.9% | -2.3% | +4.3% | +4.4% |
| 30D | -3.7% | -5.0% | +1.3% | +1.1% |
| 3M | +14.8% | -4.9% | +19.7% | +20.4% |
| 6M | +5.6% | -1.5% | +7.2% | +7.2% |
| YTD | -0.8% | +8.5% | -9.2% | -6.3% |
| All | -12.3% | +10.1% | -22.5% | -18.2% |
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