+77.6%
HL vs VGT
+35.2%
+42.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -2.7% |
| 7D | -4.4% | -0.2% | -4.2% | -4.1% |
| 30D | +9.3% | -0.4% | +9.7% | +9.9% |
| 3M | +32.0% | +4.4% | +27.5% | +24.7% |
| 6M | -6.4% | +32.1% | -38.5% | -33.0% |
| YTD | +3.1% | +28.8% | -25.6% | -23.6% |
| 1Y | +77.6% | +35.3% | +42.2% | +10.6% |
| All | +77.6% | +35.2% | +42.4% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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