+170.2%
VEA vs HIG
+119.1%
+51.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.5% | -1.0% |
| 7D | +0.3% | -0.5% | +0.8% | +0.4% |
| 30D | +0.4% | -2.8% | +3.3% | +0.9% |
| 3M | +4.8% | +6.3% | -1.5% | +3.5% |
| 6M | +11.3% | -0.1% | +11.4% | +11.0% |
| YTD | +17.4% | +0.4% | +16.9% | +16.9% |
| 1Y | +26.2% | +6.2% | +20.0% | +24.3% |
| 3Y | +77.7% | +101.6% | -23.9% | +55.5% |
| 5Y | +60.9% | +119.8% | -58.9% | +38.2% |
| 10Y | +163.6% | +311.7% | -148.2% | +97.7% |
| All | +170.2% | +119.1% | +51.1% | +118.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling