+170.7%
HRTG vs VT
+221.8%
-51.0%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.8% |
| 7D | +1.4% | +2.4% | -1.0% | -0.6% |
| 30D | -7.2% | -1.5% | -5.7% | -6.1% |
| 3M | +1.2% | -4.1% | +5.4% | +4.6% |
| 6M | +53.0% | +0.6% | +52.4% | +50.5% |
| YTD | +15.1% | +11.0% | +4.1% | +3.0% |
| 1Y | +9.2% | +13.3% | -4.1% | -4.0% |
| 3Y | +369.1% | +73.4% | +295.7% | +177.7% |
| 5Y | +429.1% | +57.4% | +371.6% | +239.3% |
| All | +170.7% | +221.8% | -51.0% | -11.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling