+111.3%
HLT vs VT
+77.9%
+33.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -3.3% | +0.4% | -3.8% | -3.7% |
| 30D | -4.1% | +1.0% | -5.1% | -5.0% |
| 3M | -7.9% | +2.4% | -10.3% | -10.2% |
| 6M | +2.2% | +12.0% | -9.9% | -8.9% |
| YTD | +8.5% | +15.3% | -6.9% | -6.1% |
| 1Y | +12.1% | +22.6% | -10.5% | -9.1% |
| All | +111.3% | +77.9% | +33.4% | +20.2% |
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 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