-100.0%
HKIT vs VT
+87.9%
-187.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.7% |
| 7D | -2.1% | +1.0% | -3.1% | -3.0% |
| 30D | -9.5% | -0.2% | -9.3% | -9.4% |
| 3M | -65.1% | +4.5% | -69.6% | -66.4% |
| 6M | -99.9% | +14.1% | -114.0% | -99.9% |
| YTD | -100.0% | +14.8% | -114.7% | -100.0% |
| 1Y | -100.0% | +21.2% | -121.1% | -100.0% |
| 3Y | -100.0% | +76.6% | -176.5% | -100.0% |
| All | -100.0% | +87.9% | -187.8% | -100.0% |
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