+65.7%
HYZD vs VT
+226.9%
-161.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | 0.0% |
| 7D | -0.3% | -2.0% | +1.7% | +0.3% |
| 30D | +0.1% | -1.4% | +1.5% | +0.5% |
| 3M | +1.5% | +4.7% | -3.2% | +0.2% |
| 6M | +4.0% | +11.4% | -7.4% | +0.9% |
| YTD | +4.1% | +13.1% | -9.0% | +0.5% |
| 1Y | +6.7% | +19.0% | -12.3% | +1.5% |
| 3Y | +27.3% | +73.9% | -46.7% | +8.4% |
| 5Y | +34.8% | +65.4% | -30.6% | +15.4% |
| All | +65.7% | +226.9% | -161.1% | +21.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling