+72.3%
HQI vs VT
+19.8%
+52.6%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.7% |
| 7D | -4.6% | -0.1% | -4.5% | -4.5% |
| 30D | +17.9% | -0.7% | +18.6% | +18.3% |
| 3M | +27.4% | +4.0% | +23.4% | +23.2% |
| 6M | +43.5% | +12.3% | +31.2% | +26.1% |
| YTD | +53.7% | +14.0% | +39.7% | +32.3% |
| All | +72.3% | +19.8% | +52.6% | +32.2% |
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