+52.5%
HLI vs VT
+74.1%
-21.6%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | -0.7% |
| 7D | +1.3% | +0.4% | +1.0% | +1.1% |
| 30D | +14.0% | -2.6% | +16.6% | +16.9% |
| 3M | +15.7% | -3.2% | +18.9% | +19.3% |
| 6M | -1.9% | +0.9% | -2.9% | -3.1% |
| YTD | -13.6% | +11.3% | -24.9% | -23.0% |
| 1Y | -16.3% | +14.0% | -30.3% | -27.2% |
| 3Y | +52.5% | +75.8% | -23.3% | -5.6% |
| All | +52.5% | +74.1% | -21.6% | -5.6% |
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