-21.7%
HLMN vs VT
+100.5%
-122.2%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.9% |
| 6M | -7.8% | +12.0% | -19.8% | -19.0% |
| YTD | -11.3% | +15.3% | -26.7% | -24.6% |
| 1Y | -22.6% | +22.6% | -45.2% | -38.8% |
| 3Y | -16.0% | +74.7% | -90.6% | -54.4% |
| 5Y | -39.7% | +66.1% | -105.9% | -67.1% |
| All | -21.7% | +100.5% | -122.2% | -59.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling