+228.7%
HL vs VTRS
+47.1%
+181.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.4% |
| 7D | -4.4% | -2.2% | -2.2% | -3.7% |
| 30D | +9.3% | +3.3% | +6.0% | +8.4% |
| 3M | +32.0% | +2.0% | +30.0% | +31.0% |
| 6M | -6.4% | +19.9% | -26.4% | -11.3% |
| YTD | +3.1% | +35.7% | -32.6% | -5.5% |
| 1Y | +77.6% | +68.1% | +9.5% | +52.2% |
| 3Y | +392.8% | +87.1% | +305.7% | +295.6% |
| All | +228.7% | +47.1% | +181.6% | +158.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 5y: compounded portfolio wealth divided by compounded VTRS 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…
5y analysis · Full analysis span regression · 6 months rolling