+29.3%
V vs HIG
+12.7%
+16.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.4% | +1.5% | +2.7% |
| 7D | +9.0% | +6.2% | +2.8% | +6.0% |
| 30D | +18.1% | +9.4% | +8.7% | +13.3% |
| 3M | +18.3% | -2.3% | +20.7% | +19.5% |
| 6M | +34.1% | +4.2% | +29.9% | +30.9% |
| YTD | +25.2% | +1.6% | +23.7% | +23.5% |
| 1Y | +29.3% | +9.9% | +19.4% | +22.1% |
| All | +29.3% | +12.7% | +16.6% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling