+193.5%
HQI vs VT
+374.2%
-180.7%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | -1.1% | +0.4% | -1.5% | -1.2% |
| 30D | +26.5% | +1.0% | +25.5% | +26.0% |
| 3M | +32.3% | +2.4% | +29.9% | +30.7% |
| 6M | +44.5% | +12.0% | +32.5% | +38.5% |
| YTD | +55.7% | +15.3% | +40.3% | +47.6% |
| 1Y | +66.2% | +22.6% | +43.6% | +54.4% |
| 3Y | -9.4% | +74.7% | -84.0% | -24.7% |
| 5Y | -12.0% | +66.1% | -78.1% | -25.9% |
| 10Y | +274.2% | +225.0% | +49.2% | +162.9% |
| All | +193.5% | +374.2% | -180.7% | +90.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling