+99.3%
HLT vs VO
+55.8%
+43.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.8% |
| 7D | -1.6% | -1.5% | -0.1% | -0.1% |
| 30D | -5.0% | -3.0% | -2.0% | -2.1% |
| 3M | -10.4% | +2.8% | -13.2% | -13.1% |
| 6M | +3.2% | +10.9% | -7.7% | -7.3% |
| YTD | +6.7% | +12.5% | -5.7% | -5.6% |
| 1Y | +10.3% | +12.0% | -1.7% | -2.2% |
| 3Y | +99.3% | +56.3% | +43.1% | +32.2% |
| All | +99.3% | +55.8% | +43.5% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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