+239.2%
HRTG vs VT
+225.5%
+13.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.1% | -1.6% | -2.4% |
| 7D | -6.8% | -4.2% | -2.6% | -3.5% |
| 30D | -1.4% | -5.8% | +4.4% | +3.4% |
| 3M | +11.4% | -5.2% | +16.7% | +16.2% |
| 6M | +16.1% | +0.1% | +16.0% | +14.4% |
| YTD | +15.1% | +8.2% | +6.9% | +5.7% |
| 1Y | +36.1% | +10.1% | +25.9% | +23.0% |
| 3Y | +381.3% | +69.7% | +311.6% | +197.7% |
| 5Y | +409.9% | +53.4% | +356.5% | +241.8% |
| 10Y | +236.1% | +219.2% | +16.9% | +27.4% |
| All | +239.2% | +225.5% | +13.7% | +22.1% |
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 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