+51.8%
VG vs HIG
+12.7%
+39.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +2.4% | -10.1% | -7.0% |
| 7D | -16.4% | +6.2% | -22.6% | -15.1% |
| 30D | -10.8% | +9.4% | -20.2% | -9.5% |
| 3M | -6.3% | -2.3% | -3.9% | -6.9% |
| 6M | -12.5% | +4.2% | -16.7% | -11.2% |
| YTD | +76.9% | +1.6% | +75.3% | +80.1% |
| 1Y | +51.8% | +9.9% | +41.9% | +53.0% |
| All | +51.8% | +12.7% | +39.0% | +53.0% |
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