-14.1%
HGV price history and return analytics
+58.5%
-72.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.4% |
| 7D | +0.7% | +2.9% | -2.2% | -3.2% |
| 30D | +24.8% | -2.5% | +27.4% | +28.7% |
| 3M | -2.2% | -3.3% | +1.1% | +2.0% |
| 6M | -2.7% | +1.5% | -4.2% | -6.4% |
| YTD | -1.9% | +11.4% | -13.2% | -17.4% |
| 1Y | +8.7% | +11.9% | -3.2% | -9.0% |
| 3Y | +30.6% | +73.9% | -43.3% | -41.7% |
| 5Y | -14.1% | +57.9% | -72.0% | -51.2% |
| All | -14.1% | +58.5% | -72.7% | -51.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling