+64.5%
HLI vs VT
+65.7%
-1.2%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.5% |
| 7D | +1.5% | -0.1% | +1.7% | +1.7% |
| 30D | +10.2% | -0.7% | +10.9% | +10.9% |
| 3M | -3.6% | +4.0% | -7.6% | -7.4% |
| 6M | -6.9% | +12.3% | -19.2% | -17.4% |
| YTD | -21.3% | +14.0% | -35.3% | -31.3% |
| 1Y | -30.0% | +20.3% | -50.3% | -42.2% |
| 3Y | +35.7% | +75.4% | -39.8% | -22.8% |
| 5Y | +64.5% | +66.0% | -1.4% | +3.1% |
| All | +64.5% | +65.7% | -1.2% | +3.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling