-50.1%
HLLY vs VT
+69.7%
-119.9%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.2% |
| 7D | -20.2% | -2.3% | -17.8% | -15.9% |
| 30D | -11.0% | -5.0% | -6.1% | -3.1% |
| 3M | -30.2% | -4.9% | -25.4% | -23.9% |
| 6M | -26.8% | -1.5% | -25.3% | -23.6% |
| YTD | -49.2% | +8.5% | -57.6% | -53.3% |
| 1Y | -23.1% | +11.4% | -34.5% | -31.6% |
| 3Y | -50.1% | +70.1% | -120.2% | -83.7% |
| All | -50.1% | +69.7% | -119.9% | -83.7% |
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 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