+36.8%
HST vs VIG
+14.1%
+22.7%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.4% |
| 7D | -0.3% | -1.2% | +0.9% | +0.9% |
| 30D | -2.8% | -2.8% | 0.0% | +0.1% |
| 3M | -6.5% | +2.5% | -8.9% | -9.1% |
| 6M | +20.7% | +8.1% | +12.6% | +10.1% |
| YTD | +30.5% | +9.6% | +20.9% | +17.6% |
| 1Y | +36.8% | +14.2% | +22.6% | +19.1% |
| All | +36.8% | +14.1% | +22.7% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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