+200.0%
HL vs VTV
+712.5%
-512.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.3% |
| 7D | +0.4% | -0.7% | +1.0% | +1.2% |
| 30D | +18.8% | -0.5% | +19.3% | +19.6% |
| 3M | +43.7% | +5.3% | +38.4% | +35.6% |
| 6M | -1.0% | +12.9% | -13.9% | -13.8% |
| YTD | +8.7% | +18.5% | -9.8% | -10.1% |
| 1Y | +105.0% | +25.3% | +79.7% | +58.7% |
| 3Y | +427.3% | +68.2% | +359.1% | +188.3% |
| 5Y | +249.3% | +80.6% | +168.7% | +79.0% |
| 10Y | +284.2% | +232.9% | +51.2% | -10.3% |
| All | +200.0% | +712.5% | -512.4% | -81.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling