+84.2%
HST vs VIG
+64.1%
+20.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.2% |
| 7D | +0.6% | +1.0% | -0.4% | -0.6% |
| 30D | +14.5% | +4.5% | +9.9% | +8.3% |
| 3M | +15.4% | +2.1% | +13.3% | +12.5% |
| 6M | +22.0% | +10.5% | +11.5% | +7.2% |
| YTD | +54.9% | +15.1% | +39.8% | +29.2% |
| 1Y | +54.0% | +16.9% | +37.1% | +25.9% |
| 3Y | +90.4% | +65.6% | +24.9% | +0.1% |
| 5Y | +84.2% | +64.4% | +19.9% | -2.6% |
| All | +84.2% | +64.1% | +20.1% | -2.6% |
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