+51.6%
HGV price history and return analytics
+213.3%
-161.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -1.3% |
| 7D | -6.4% | -2.0% | -4.4% | -3.4% |
| 30D | -8.9% | -1.4% | -7.5% | -6.8% |
| 3M | -21.4% | +4.7% | -26.1% | -27.4% |
| 6M | -7.3% | +11.4% | -18.6% | -22.2% |
| YTD | -12.4% | +13.1% | -25.5% | -28.3% |
| 1Y | -13.4% | +19.0% | -32.4% | -34.6% |
| 3Y | -6.2% | +73.9% | -80.2% | -60.5% |
| 5Y | -11.5% | +65.4% | -76.9% | -58.6% |
| All | +51.6% | +213.3% | -161.6% | -68.6% |
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