+79.7%
HL vs VUG
+12.0%
+67.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.4% | -3.1% |
| 7D | -5.6% | -1.9% | -3.7% | -2.6% |
| 30D | +12.7% | -1.6% | +14.3% | +15.8% |
| 3M | +42.5% | +4.4% | +38.1% | +33.9% |
| 6M | -9.0% | +13.2% | -22.2% | -21.5% |
| YTD | +4.4% | +7.5% | -3.1% | -3.7% |
| All | +79.7% | +12.0% | +67.7% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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