+73.7%
HST vs VIG
+63.6%
+10.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +1.1% |
| 7D | +2.0% | -0.4% | +2.4% | +2.5% |
| 30D | -5.2% | -2.1% | -3.2% | -2.7% |
| 3M | -6.2% | +3.3% | -9.6% | -10.2% |
| 6M | +20.4% | +9.3% | +11.2% | +7.3% |
| YTD | +30.6% | +10.1% | +20.5% | +15.3% |
| 1Y | +37.4% | +14.7% | +22.6% | +14.9% |
| 3Y | +66.1% | +56.9% | +9.2% | -6.0% |
| 5Y | +73.7% | +62.9% | +10.8% | -4.6% |
| All | +73.7% | +63.6% | +10.1% | -4.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling