+107.2%
HLP vs VT
+23.3%
+83.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +11.7% | +0.4% | +11.3% | +11.6% |
| 30D | +9.2% | +1.0% | +8.2% | +9.0% |
| 3M | +172.9% | +2.4% | +170.5% | +171.9% |
| 6M | +41.6% | +12.0% | +29.6% | +37.6% |
| YTD | +37.5% | +15.3% | +22.2% | +28.3% |
| 1Y | +107.2% | +22.6% | +84.7% | +81.0% |
| All | +107.2% | +23.3% | +83.9% | +81.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling