+53.4%
VT vs HIG
+104.7%
-51.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +1.0% |
| 7D | -2.3% | +1.1% | -3.4% | -2.7% |
| 30D | -5.0% | +5.6% | -10.5% | -6.7% |
| 3M | -4.9% | -6.9% | +2.0% | -2.8% |
| 6M | -1.5% | +1.3% | -2.8% | -2.7% |
| YTD | +8.5% | -1.5% | +9.9% | +8.1% |
| 1Y | +11.4% | +6.6% | +4.8% | +7.5% |
| 3Y | +70.1% | +91.2% | -21.1% | +25.1% |
| All | +53.4% | +104.7% | -51.3% | +6.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling