+75.8%
VT vs HIG
+102.1%
-26.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.1% | +0.2% |
| 7D | +0.4% | +0.3% | +0.1% | +0.4% |
| 30D | +1.0% | -3.2% | +4.2% | +1.6% |
| 3M | +2.4% | +9.1% | -6.8% | 0.0% |
| 6M | +12.0% | -1.8% | +13.8% | +12.4% |
| YTD | +15.3% | +1.8% | +13.6% | +14.5% |
| 1Y | +22.6% | +4.6% | +18.0% | +20.7% |
| All | +75.8% | +102.1% | -26.3% | +43.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling