+584.6%
HLNE vs VT
+203.2%
+381.4%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -2.8% | +0.4% | -3.3% | -3.3% |
| 30D | +2.2% | +1.0% | +1.3% | +1.1% |
| 3M | +25.6% | +2.4% | +23.2% | +22.2% |
| 6M | -2.8% | +12.0% | -14.8% | -15.8% |
| YTD | -22.3% | +15.3% | -37.6% | -35.1% |
| 1Y | -28.5% | +22.6% | -51.1% | -44.8% |
| 3Y | +16.4% | +74.7% | -58.2% | -40.5% |
| 5Y | +32.1% | +66.1% | -34.1% | -27.2% |
| All | +584.6% | +203.2% | +381.4% | +110.6% |
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 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