-0.5%
HQI vs VT
+76.6%
-77.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.3% |
| 7D | +1.2% | +1.0% | +0.2% | +0.3% |
| 30D | +23.0% | -0.2% | +23.2% | +23.1% |
| 3M | +26.9% | +4.5% | +22.3% | +20.4% |
| 6M | +49.0% | +14.1% | +35.0% | +28.1% |
| YTD | +56.9% | +14.8% | +42.1% | +33.8% |
| 1Y | +67.6% | +21.2% | +46.4% | +34.4% |
| 3Y | -0.5% | +76.6% | -77.0% | -55.7% |
| All | -0.5% | +76.6% | -77.1% | -55.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling