+133.9%
HL vs VTR
+36.9%
+97.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.0% | -0.5% | -2.7% |
| 7D | +1.5% | -1.7% | +3.1% | +1.3% |
| 30D | +25.1% | -2.4% | +27.5% | +24.7% |
| 3M | +22.9% | +14.8% | +8.1% | +23.0% |
| 6M | -4.9% | +5.3% | -10.2% | -2.1% |
| YTD | +7.8% | +18.1% | -10.3% | +13.2% |
| 1Y | +133.9% | +36.7% | +97.2% | +129.9% |
| All | +133.9% | +36.9% | +97.0% | +129.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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