-13.6%
HYIN vs VT
+71.3%
-84.9%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.6% |
| 7D | -3.8% | +2.9% | -6.7% | -5.9% |
| 30D | -3.8% | -2.5% | -1.3% | -2.0% |
| 3M | -16.1% | -3.3% | -12.8% | -14.0% |
| 6M | -14.3% | +1.5% | -15.8% | -15.6% |
| YTD | -18.4% | +11.4% | -29.7% | -25.4% |
| 1Y | -17.1% | +11.9% | -29.0% | -24.6% |
| 3Y | -4.9% | +73.9% | -78.8% | -40.3% |
| 5Y | -18.6% | +57.9% | -76.5% | -46.3% |
| All | -13.6% | +71.3% | -84.9% | -46.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling