+19.9%
HLMN vs VT
+69.7%
-49.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.8% |
| 7D | +6.7% | -2.3% | +9.0% | +9.8% |
| 30D | +19.9% | -5.0% | +24.8% | +27.7% |
| 3M | -8.3% | -4.9% | -3.4% | -2.3% |
| 6M | +4.8% | -1.5% | +6.3% | +6.6% |
| YTD | -3.9% | +8.5% | -12.4% | -14.2% |
| 1Y | -4.6% | +11.4% | -16.0% | -17.7% |
| 3Y | +19.9% | +70.1% | -50.2% | -53.6% |
| All | +19.9% | +69.7% | -49.9% | -53.6% |
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