+565.1%
HBM vs VLTO
+25.1%
+540.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.4% |
| 7D | +5.5% | -2.6% | +8.1% | +6.4% |
| 30D | +3.3% | -2.5% | +5.7% | +4.0% |
| 3M | +12.7% | +10.1% | +2.6% | +8.0% |
| 6M | +28.2% | +1.0% | +27.2% | +27.5% |
| YTD | +45.3% | -4.8% | +50.1% | +47.6% |
| 1Y | +121.7% | -9.3% | +131.0% | +130.2% |
| All | +565.1% | +25.1% | +540.0% | +492.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling