+52.2%
HL vs VTRS
+553.2%
-501.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.3% |
| 7D | -4.4% | -2.2% | -2.2% | -4.0% |
| 30D | +9.3% | +3.3% | +6.0% | +8.8% |
| 3M | +32.0% | +2.0% | +30.0% | +31.4% |
| 6M | -6.4% | +19.9% | -26.4% | -9.4% |
| YTD | +3.1% | +35.7% | -32.6% | -2.2% |
| 1Y | +77.6% | +68.1% | +9.5% | +61.8% |
| 3Y | +392.8% | +87.1% | +305.7% | +336.4% |
| 5Y | +234.1% | +47.6% | +186.5% | +203.7% |
| 10Y | +264.5% | -48.2% | +312.6% | +271.5% |
| All | +52.2% | +553.2% | -501.0% | +38.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling