-18.6%
HITI vs VT
+88.9%
-107.5%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +2.2% | +0.4% | +1.7% | +1.6% |
| 30D | +13.0% | +1.0% | +12.0% | +11.6% |
| 3M | +7.8% | +2.4% | +5.4% | +4.3% |
| 6M | +3.8% | +12.0% | -8.2% | -10.6% |
| YTD | -3.2% | +15.3% | -18.5% | -19.9% |
| 1Y | -19.1% | +22.6% | -41.7% | -38.3% |
| 3Y | +88.6% | +74.7% | +13.9% | -13.2% |
| 5Y | -66.3% | +66.1% | -132.4% | -81.3% |
| All | -18.6% | +88.9% | -107.5% | -67.5% |
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