+228.7%
HL vs VTV
+80.6%
+148.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -2.3% |
| 7D | -4.4% | -1.1% | -3.3% | -2.7% |
| 30D | +9.3% | -1.0% | +10.3% | +11.2% |
| 3M | +32.0% | +4.6% | +27.3% | +23.7% |
| 6M | -6.4% | +13.5% | -19.9% | -21.8% |
| YTD | +3.1% | +18.5% | -15.4% | -18.3% |
| 1Y | +77.6% | +22.9% | +54.7% | +33.8% |
| 3Y | +392.8% | +67.8% | +325.0% | +133.5% |
| All | +228.7% | +80.6% | +148.1% | +45.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling