+37.5%
HLI vs VT
+77.5%
-40.0%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +3.6% | +0.4% | +3.2% | +3.2% |
| 30D | +7.5% | +1.0% | +6.5% | +6.6% |
| 3M | -2.4% | +2.4% | -4.8% | -4.7% |
| 6M | -14.2% | +12.0% | -26.2% | -23.6% |
| YTD | -20.2% | +15.3% | -35.5% | -31.1% |
| 1Y | -29.4% | +22.6% | -51.9% | -43.0% |
| All | +37.5% | +77.5% | -40.0% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling