+104.1%
HIG vs VLTO
+26.2%
+77.9%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.1% | -1.7% |
| 7D | -1.1% | -1.6% | +0.5% | -0.6% |
| 30D | -4.9% | -2.9% | -2.0% | -4.1% |
| 3M | +6.8% | +12.7% | -5.9% | +2.9% |
| 6M | -1.7% | +1.6% | -3.3% | -2.4% |
| YTD | -0.2% | -4.0% | +3.7% | +0.6% |
| 1Y | +5.7% | -10.2% | +15.9% | +9.0% |
| All | +104.1% | +26.2% | +77.9% | +100.0% |
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