+200.0%
HL vs VGT
+2,276.4%
-2,076.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +2.0% |
| 7D | +0.4% | +1.5% | -1.1% | -1.0% |
| 30D | +18.8% | +0.5% | +18.3% | +18.3% |
| 3M | +43.7% | +5.3% | +38.5% | +37.7% |
| 6M | -1.0% | +32.4% | -33.5% | -22.5% |
| YTD | +8.7% | +28.6% | -19.9% | -12.2% |
| 1Y | +105.0% | +37.6% | +67.4% | +56.3% |
| 3Y | +427.3% | +125.5% | +301.8% | +147.4% |
| 5Y | +249.3% | +135.2% | +114.1% | +50.6% |
| 10Y | +284.2% | +812.9% | -528.7% | -62.3% |
| All | +200.0% | +2,276.4% | -2,076.4% | -90.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling