-46.6%
HIYY vs VT
+17.3%
-63.9%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +0.7% |
| 7D | -2.7% | -0.1% | -2.5% | -2.5% |
| 30D | -10.8% | -0.7% | -10.1% | -9.4% |
| 3M | -5.1% | +4.0% | -9.1% | -11.6% |
| 6M | +18.3% | +12.3% | +6.0% | -5.9% |
| YTD | -14.8% | +14.0% | -28.9% | -34.3% |
| All | -46.6% | +17.3% | -63.9% | -61.7% |
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