+25.0%
HL vs VTV
+28.2%
-3.2%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +1.5% | +11.7% | +8.5% |
| 7D | +0.2% | +1.8% | -1.6% | -4.7% |
| 30D | -12.1% | +6.0% | -18.1% | -26.3% |
| 3M | -2.8% | +3.7% | -6.5% | -12.4% |
| 6M | -14.9% | +13.9% | -28.9% | -41.0% |
| YTD | -22.0% | +22.8% | -44.8% | -53.4% |
| 1Y | +25.0% | +27.9% | -2.9% | -31.7% |
| All | +25.0% | +28.2% | -3.2% | -31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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