-34.6%
HLMN vs VT
+66.2%
-100.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.2% | +0.4% | -1.6% | -1.6% |
| 30D | -16.7% | +1.0% | -17.7% | -17.6% |
| 3M | +5.6% | +2.4% | +3.3% | +2.8% |
| 6M | -7.8% | +12.0% | -19.8% | -19.5% |
| YTD | -11.3% | +15.3% | -26.7% | -25.3% |
| 1Y | -22.6% | +22.6% | -45.2% | -39.6% |
| 3Y | -16.0% | +74.7% | -90.6% | -56.3% |
| All | -34.6% | +66.2% | -100.8% | -65.3% |
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