+249.6%
HL vs VT
+74.0%
+175.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.3% |
| 7D | -11.1% | +2.4% | -13.5% | -15.0% |
| 30D | -12.1% | -1.5% | -10.6% | -8.9% |
| 3M | -26.1% | -4.1% | -22.0% | -18.9% |
| 6M | -37.7% | +0.6% | -38.3% | -36.3% |
| YTD | -31.7% | +11.0% | -42.7% | -39.9% |
| 1Y | -11.6% | +13.3% | -25.0% | -24.4% |
| 3Y | +249.6% | +73.4% | +176.2% | +1.7% |
| All | +249.6% | +74.0% | +175.6% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling