+114.2%
HLP vs VT
+13.0%
+101.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.9% | +1.0% |
| 7D | -10.8% | +0.4% | -11.2% | -10.7% |
| 30D | +42.9% | -2.6% | +45.5% | +43.1% |
| 3M | +179.2% | -3.2% | +182.5% | +180.5% |
| 6M | +341.6% | +0.9% | +340.7% | +338.9% |
| YTD | +249.0% | +11.3% | +237.7% | +209.6% |
| All | +114.2% | +13.0% | +101.1% | +84.2% |
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 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