+634.9%
HLT vs VGT
+1,164.2%
-529.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.8% |
| 7D | -1.6% | -0.2% | -1.4% | -1.5% |
| 30D | -5.0% | -0.4% | -4.6% | -5.0% |
| 3M | -10.4% | +4.4% | -14.8% | -13.7% |
| 6M | +3.2% | +32.1% | -28.8% | -15.4% |
| YTD | +6.7% | +28.8% | -22.0% | -11.3% |
| 1Y | +10.3% | +35.3% | -25.1% | -12.1% |
| 3Y | +99.3% | +124.8% | -25.4% | +9.3% |
| 5Y | +143.7% | +137.9% | +5.8% | +26.2% |
| 10Y | +584.7% | +814.2% | -229.5% | +20.2% |
| All | +634.9% | +1,164.2% | -529.3% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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