-13.3%
HYIN vs VT
+70.8%
-84.1%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | -2.6% | +2.4% | -5.0% | -4.4% |
| 30D | -2.6% | -1.5% | -1.1% | -1.6% |
| 3M | -16.7% | -4.1% | -12.6% | -14.1% |
| 6M | -13.9% | +0.6% | -14.4% | -14.6% |
| YTD | -18.1% | +11.0% | -29.2% | -25.0% |
| 1Y | -16.7% | +13.3% | -30.0% | -25.0% |
| 3Y | -4.2% | +73.4% | -77.6% | -39.7% |
| 5Y | -18.4% | +57.4% | -75.8% | -46.0% |
| All | -13.3% | +70.8% | -84.1% | -46.5% |
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 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