+35.8%
HLP vs VT
+69.7%
-33.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.2% | +7.8% | +8.0% |
| 7D | -10.3% | -2.3% | -8.0% | -10.4% |
| 30D | +43.9% | -5.0% | +48.8% | +45.1% |
| 3M | +182.2% | -4.9% | +187.0% | +184.2% |
| 6M | +300.0% | -1.5% | +301.5% | +294.8% |
| YTD | +250.0% | +8.5% | +241.5% | +227.3% |
| 1Y | +125.4% | +11.4% | +114.0% | +108.1% |
| 3Y | +35.8% | +70.1% | -34.3% | +7.4% |
| All | +35.8% | +69.7% | -33.9% | +7.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling