+151.5%
HLT vs VT
+66.2%
+85.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.6% |
| 7D | -2.4% | +1.0% | -3.4% | -3.4% |
| 30D | -4.1% | -0.2% | -3.9% | -3.9% |
| 3M | -10.6% | +4.5% | -15.1% | -15.0% |
| 6M | +2.0% | +14.1% | -12.0% | -12.0% |
| YTD | +6.1% | +14.8% | -8.6% | -9.3% |
| 1Y | +9.8% | +21.2% | -11.4% | -12.0% |
| 3Y | +99.0% | +76.6% | +22.4% | +3.3% |
| 5Y | +151.5% | +66.6% | +84.9% | +44.4% |
| All | +151.5% | +66.2% | +85.3% | +44.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling