+980.4%
HL vs VTEB
+25.5%
+954.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.9% |
| 7D | -4.4% | -0.9% | -3.4% | -2.5% |
| 30D | +9.3% | -2.5% | +11.8% | +15.1% |
| 3M | +32.0% | -3.0% | +34.9% | +40.5% |
| 6M | -6.4% | -2.1% | -4.3% | -1.7% |
| YTD | +3.1% | -1.5% | +4.6% | +7.0% |
| 1Y | +77.6% | +0.2% | +77.4% | +78.7% |
| 3Y | +392.8% | +8.6% | +384.3% | +321.3% |
| 5Y | +234.1% | +1.2% | +232.9% | +227.1% |
| 10Y | +264.5% | +18.1% | +246.4% | +183.1% |
| All | +980.4% | +25.5% | +954.9% | +716.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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