+75.6%
HST vs ITOT
+14.7%
+60.9%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.3% | +0.2% |
| 7D | +3.3% | -0.7% | +4.0% | +3.8% |
| 30D | +16.4% | -1.1% | +17.4% | +17.3% |
| 3M | +5.5% | -0.8% | +6.3% | +6.0% |
| 6M | +31.1% | +7.0% | +24.2% | +23.7% |
| YTD | +55.9% | +13.3% | +42.6% | +40.0% |
| 1Y | +75.6% | +14.8% | +60.8% | +56.6% |
| All | +75.6% | +14.7% | +60.9% | +56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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