-4.8%
HL vs VG
+35.0%
-39.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +1.7% | -9.0% | -7.1% |
| 7D | +8.2% | -7.7% | +15.9% | +7.5% |
| 30D | -16.3% | -8.8% | -7.5% | -16.7% |
| 3M | -18.6% | -15.6% | -2.9% | -19.2% |
| 6M | -23.2% | +5.2% | -28.4% | -23.4% |
| YTD | -25.5% | +76.9% | -102.4% | -37.0% |
| 1Y | -4.8% | +42.5% | -47.3% | -14.8% |
| All | -4.8% | +35.0% | -39.8% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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