+73.4%
VT vs HIG
+96.1%
-22.7%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | +2.4% | +2.6% | -0.3% | +1.9% |
| 30D | -1.5% | +4.2% | -5.7% | -2.3% |
| 3M | -4.1% | +0.2% | -4.3% | -4.2% |
| 6M | +0.6% | +4.6% | -4.1% | -0.7% |
| YTD | +11.0% | +1.1% | +9.9% | +10.4% |
| 1Y | +13.3% | +4.7% | +8.7% | +11.5% |
| 3Y | +73.4% | +95.5% | -22.1% | +53.9% |
| All | +73.4% | +96.1% | -22.7% | +53.9% |
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