+25.4%
HYSA vs VT
+77.1%
-51.7%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -0.1% | +0.4% | -0.5% | -0.2% |
| 30D | +0.3% | +1.0% | -0.7% | +0.1% |
| 3M | +0.6% | +2.4% | -1.8% | 0.0% |
| 6M | +1.2% | +12.0% | -10.8% | -1.8% |
| YTD | +1.9% | +15.3% | -13.5% | -1.9% |
| 1Y | +3.3% | +22.6% | -19.2% | -2.1% |
| All | +25.4% | +77.1% | -51.7% | +4.4% |
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