+133.9%
HL vs VSH
+118.1%
+15.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.4% | -6.9% | -4.0% |
| 7D | +1.5% | +4.1% | -2.6% | +0.1% |
| 30D | +25.1% | -4.2% | +29.2% | +26.3% |
| 3M | +22.9% | -50.0% | +72.9% | +53.1% |
| 6M | -4.9% | +80.2% | -85.1% | -30.5% |
| YTD | +7.8% | +121.1% | -113.3% | -28.7% |
| 1Y | +133.9% | +112.0% | +21.9% | +63.3% |
| All | +133.9% | +118.1% | +15.8% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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