-14.8%
HLIO vs VT
+10.5%
-25.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.1% | +0.2% | -21.3% | -21.4% |
| 7D | -28.3% | -2.3% | -26.0% | -25.5% |
| 30D | -31.4% | -5.0% | -26.4% | -25.8% |
| 3M | -42.3% | -4.9% | -37.4% | -37.6% |
| 6M | -31.8% | -1.5% | -30.3% | -29.6% |
| YTD | -10.7% | +8.5% | -19.2% | -20.2% |
| 1Y | -14.8% | +11.4% | -26.2% | -26.3% |
| All | -14.8% | +10.5% | -25.3% | -26.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling