+64.5%
HGTY price history and return analytics
+68.2%
-3.7%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.1% | -6.5% | -6.0% |
| 7D | -14.3% | -0.7% | -13.6% | -14.0% |
| 30D | +10.2% | -1.7% | +11.9% | +11.2% |
| 3M | +25.5% | -2.3% | +27.8% | +27.0% |
| 6M | +59.6% | +1.5% | +58.1% | +57.0% |
| YTD | +19.3% | +12.0% | +7.3% | +9.5% |
| 1Y | +21.4% | +12.9% | +8.6% | +10.9% |
| 3Y | +89.4% | +74.9% | +14.4% | +26.1% |
| 5Y | +58.1% | +59.9% | -1.8% | +1.7% |
| All | +64.5% | +68.2% | -3.7% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling