+98.2%
HBM vs VLTO
-10.5%
+108.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -1.3% | -6.2% | -7.8% |
| 7D | -3.7% | -4.5% | +0.8% | -4.7% |
| 30D | -3.7% | -4.6% | +1.0% | -4.7% |
| 3M | +8.0% | +13.3% | -5.3% | +10.0% |
| 6M | +15.8% | +2.1% | +13.7% | +18.7% |
| YTD | +34.4% | -6.1% | +40.4% | +33.8% |
| 1Y | +98.2% | -11.4% | +109.5% | +96.7% |
| All | +98.2% | -10.5% | +108.7% | +96.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling