+197.6%
HL vs VO
+827.2%
-629.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.2% |
| 7D | +1.5% | -0.3% | +1.7% | +1.9% |
| 30D | +25.1% | -0.3% | +25.4% | +25.8% |
| 3M | +22.9% | +2.9% | +20.0% | +19.6% |
| 6M | -4.9% | +9.3% | -14.3% | -13.7% |
| YTD | +7.8% | +14.2% | -6.4% | -6.4% |
| 1Y | +133.9% | +15.3% | +118.6% | +101.3% |
| 3Y | +380.9% | +56.2% | +324.7% | +186.6% |
| 5Y | +230.2% | +42.4% | +187.8% | +119.9% |
| 10Y | +265.6% | +194.7% | +70.8% | -5.1% |
| All | +197.6% | +827.2% | -629.7% | -84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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