+954.4%
VTI vs HIG
+251.7%
+702.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | -0.2% |
| 7D | +0.6% | -1.1% | +1.7% | +0.9% |
| 30D | -1.1% | -4.9% | +3.8% | -0.2% |
| 3M | +3.9% | +6.8% | -2.9% | +2.4% |
| 6M | +14.6% | -1.7% | +16.3% | +14.7% |
| YTD | +13.3% | -0.2% | +13.5% | +13.0% |
| 1Y | +19.2% | +5.7% | +13.5% | +17.4% |
| 3Y | +77.4% | +100.3% | -22.9% | +54.1% |
| 5Y | +74.0% | +118.5% | -44.5% | +48.4% |
| 10Y | +294.6% | +309.7% | -15.1% | +191.9% |
| All | +954.4% | +251.7% | +702.7% | +535.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling