-27.3%
HLLY vs VT
+13.0%
-40.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.3% | +2.6% | +21.7% | +19.6% |
| 7D | -5.1% | +0.4% | -5.5% | -3.0% |
| 30D | +4.8% | -2.6% | +7.4% | +10.8% |
| 3M | -17.7% | -3.2% | -14.4% | -12.2% |
| 6M | -7.4% | +0.9% | -8.4% | -6.0% |
| YTD | -36.8% | +11.3% | -48.1% | -43.5% |
| All | -27.3% | +13.0% | -40.3% | -35.7% |
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