+42.8%
HRTG vs VT
+23.4%
+19.4%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.9% |
| 7D | +2.3% | +0.1% | +2.2% | +2.3% |
| 30D | +17.2% | +0.8% | +16.4% | +17.4% |
| 3M | +67.3% | +2.8% | +64.6% | +68.1% |
| 6M | +24.7% | +13.0% | +11.8% | +21.7% |
| YTD | +19.4% | +15.4% | +4.1% | +16.3% |
| All | +42.8% | +23.4% | +19.4% | +18.7% |
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 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