+119.8%
HIG price history and return analytics
+65.7%
+54.2%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.1% |
| 7D | -0.5% | -0.1% | -0.3% | -0.4% |
| 30D | -2.8% | -0.7% | -2.2% | -2.5% |
| 3M | +6.3% | +4.0% | +2.4% | +3.4% |
| 6M | -0.1% | +12.3% | -12.4% | -8.1% |
| YTD | +0.4% | +14.0% | -13.6% | -8.8% |
| 1Y | +6.2% | +20.3% | -14.1% | -7.4% |
| 3Y | +101.6% | +75.4% | +26.2% | +31.1% |
| 5Y | +119.8% | +66.0% | +53.9% | +47.6% |
| All | +119.8% | +65.7% | +54.2% | +47.6% |
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 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