-4.5%
HYIN vs VT
+74.5%
-79.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.7% |
| 7D | -3.8% | +2.9% | -6.7% | -5.7% |
| 30D | -3.8% | -2.5% | -1.3% | -2.2% |
| 3M | -16.1% | -3.3% | -12.8% | -14.3% |
| 6M | -14.3% | +1.5% | -15.8% | -15.5% |
| YTD | -18.4% | +11.4% | -29.7% | -24.8% |
| 1Y | -17.1% | +11.9% | -29.0% | -23.9% |
| All | -4.5% | +74.5% | -79.0% | -42.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling