-46.9%
HIYY vs VT
+18.7%
-65.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.0% | -4.4% | -5.5% |
| 7D | -10.5% | +0.1% | -10.6% | -10.7% |
| 30D | -12.8% | +0.8% | -13.6% | -14.0% |
| 3M | -2.0% | +2.8% | -4.8% | -6.7% |
| 6M | +85.1% | +13.0% | +72.1% | +44.7% |
| YTD | -15.4% | +15.4% | -30.8% | -36.3% |
| All | -46.9% | +18.7% | -65.6% | -62.8% |
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