+256.9%
HL vs VTV
+234.5%
+22.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -2.0% |
| 7D | -4.4% | -1.1% | -3.3% | -3.1% |
| 30D | +9.3% | -1.0% | +10.3% | +10.7% |
| 3M | +32.0% | +4.6% | +27.3% | +25.8% |
| 6M | -6.4% | +13.5% | -19.9% | -18.0% |
| YTD | +3.1% | +18.5% | -15.4% | -13.2% |
| 1Y | +77.6% | +22.9% | +54.7% | +43.8% |
| 3Y | +392.8% | +67.8% | +325.0% | +188.6% |
| 5Y | +234.1% | +81.8% | +152.3% | +84.7% |
| All | +256.9% | +234.5% | +22.4% | +17.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling