+18.2%
VGT vs HST
+54.6%
-36.4%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.5% | +3.1% |
| 7D | -1.6% | -1.3% | -0.3% | -1.2% |
| 30D | -10.1% | +13.4% | -23.5% | -12.5% |
| 3M | -5.3% | +16.7% | -22.0% | -8.4% |
| 6M | +0.2% | +24.0% | -23.8% | -6.2% |
| YTD | +21.1% | +54.0% | -32.9% | +7.7% |
| 1Y | +18.2% | +55.0% | -36.9% | +4.7% |
| All | +18.2% | +54.6% | -36.4% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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