+308.5%
HL vs VLTO
+54.8%
+253.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +1.9% |
| 7D | +8.9% | +5.4% | +3.6% | +7.7% |
| 30D | -10.1% | +22.3% | -32.4% | -14.6% |
| 3M | -7.0% | +19.6% | -26.7% | -11.1% |
| 6M | -18.8% | +35.2% | -53.9% | -25.4% |
| YTD | -23.1% | +17.9% | -41.0% | -26.2% |
| 1Y | +8.9% | +19.5% | -10.6% | +4.0% |
| 3Y | +255.0% | +73.9% | +181.1% | +216.0% |
| All | +308.5% | +54.8% | +253.7% | +264.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling