-5.8%
HIW vs VT
+66.2%
-72.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.7% |
| 7D | +0.3% | +1.0% | -0.7% | -0.6% |
| 30D | -1.5% | -0.2% | -1.2% | -1.2% |
| 3M | +8.8% | +4.5% | +4.2% | +3.6% |
| 6M | +42.8% | +14.1% | +28.7% | +24.4% |
| YTD | +25.1% | +14.8% | +10.4% | +8.2% |
| 1Y | +3.1% | +21.2% | -18.1% | -16.0% |
| 3Y | +60.6% | +76.6% | -15.9% | -12.4% |
| 5Y | -5.8% | +66.6% | -72.4% | -46.4% |
| All | -5.8% | +66.2% | -72.0% | -46.4% |
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