-78.3%
HLLY vs VT
+57.4%
-135.7%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.3% | +2.6% | +21.7% | +20.8% |
| 7D | -5.1% | +0.4% | -5.5% | -3.4% |
| 30D | +4.8% | -2.6% | +7.4% | +10.7% |
| 3M | -17.7% | -3.2% | -14.4% | -12.2% |
| 6M | -7.4% | +0.9% | -8.4% | -6.5% |
| YTD | -36.8% | +11.3% | -48.1% | -43.5% |
| 1Y | -27.9% | +14.0% | -41.9% | -37.5% |
| 3Y | -28.1% | +75.8% | -103.9% | -63.2% |
| 5Y | -78.3% | +57.8% | -136.2% | -88.5% |
| All | -78.3% | +57.4% | -135.7% | -88.5% |
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