+35.9%
HLT vs VG
+71.2%
-35.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.7% | -5.8% | -0.7% |
| 7D | +0.8% | +15.1% | -14.3% | +2.1% |
| 30D | +13.1% | -4.2% | +17.3% | +13.0% |
| 3M | +15.6% | -3.1% | +18.7% | +15.8% |
| 6M | +19.0% | +0.3% | +18.7% | +20.1% |
| YTD | +29.9% | +95.5% | -65.5% | +26.8% |
| 1Y | +35.9% | +64.4% | -28.5% | +34.0% |
| All | +35.9% | +71.2% | -35.3% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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