+35.0%
HYZD vs VT
+65.7%
-30.7%
-9.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | -0.1% | -0.1% | 0.0% | -0.1% |
| 30D | +0.3% | -0.7% | +0.9% | +0.4% |
| 3M | +1.6% | +4.0% | -2.4% | +0.5% |
| 6M | +4.4% | +12.3% | -7.9% | +0.8% |
| YTD | +4.3% | +14.0% | -9.7% | +0.2% |
| 1Y | +6.9% | +20.3% | -13.4% | +1.0% |
| 3Y | +27.5% | +75.4% | -47.9% | +5.9% |
| 5Y | +35.0% | +66.0% | -31.0% | +11.5% |
| All | +35.0% | +65.7% | -30.7% | +11.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling