-27.6%
HLMN vs VT
+57.0%
-84.6%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | 0.0% |
| 7D | -5.4% | +2.4% | -7.8% | -8.1% |
| 30D | +12.4% | -1.5% | +13.9% | +14.3% |
| 3M | -10.6% | -4.1% | -6.4% | -6.1% |
| 6M | +5.1% | +0.6% | +4.5% | +4.2% |
| YTD | -9.1% | +11.0% | -20.2% | -20.2% |
| 1Y | -8.1% | +13.3% | -21.4% | -21.2% |
| 3Y | +14.9% | +73.4% | -58.5% | -40.2% |
| All | -27.6% | +57.0% | -84.6% | -59.7% |
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 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