+40.7%
HLN vs VT
+98.3%
-57.5%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -5.0% | +0.4% | -5.5% | -5.2% |
| 30D | -2.9% | +1.0% | -3.9% | -3.2% |
| 3M | +7.8% | +2.4% | +5.5% | +6.9% |
| 6M | -6.5% | +12.0% | -18.5% | -10.5% |
| YTD | -3.2% | +15.3% | -18.5% | -8.5% |
| 1Y | -0.5% | +22.6% | -23.1% | -8.3% |
| 3Y | +25.2% | +74.7% | -49.5% | -2.6% |
| All | +40.7% | +98.3% | -57.5% | +3.5% |
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 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