+292.8%
HL vs VTR
+1,502.7%
-1,209.9%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.2% | -5.2% | -4.3% |
| 7D | -5.6% | -1.8% | -3.8% | -5.1% |
| 30D | +12.7% | +4.0% | +8.7% | +11.6% |
| 3M | +42.5% | +7.8% | +34.7% | +39.0% |
| 6M | -9.0% | +6.4% | -15.4% | -11.2% |
| YTD | +4.4% | +18.3% | -13.9% | -1.2% |
| 1Y | +82.7% | +33.9% | +48.7% | +66.7% |
| 3Y | +406.3% | +134.3% | +272.0% | +295.1% |
| 5Y | +238.2% | +90.3% | +147.9% | +178.0% |
| 10Y | +268.9% | +100.1% | +168.8% | +176.4% |
| All | +292.8% | +1,502.7% | -1,209.9% | +153.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling