+297.0%
HQI vs VT
+226.9%
+70.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | -0.2% |
| 7D | -4.7% | -2.0% | -2.7% | -3.7% |
| 30D | -7.5% | -1.4% | -6.1% | -6.9% |
| 3M | +16.4% | +4.7% | +11.7% | +13.4% |
| 6M | +52.1% | +11.4% | +40.8% | +43.5% |
| YTD | +52.8% | +13.1% | +39.7% | +43.1% |
| 1Y | +71.3% | +19.0% | +52.2% | +56.5% |
| 3Y | -3.1% | +73.9% | -77.0% | -24.6% |
| 5Y | -9.3% | +65.4% | -74.7% | -28.9% |
| All | +297.0% | +226.9% | +70.1% | +194.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling