+795.8%
HLT vs VT
+259.7%
+536.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.9% | -2.0% |
| 7D | +2.3% | +0.4% | +2.0% | +1.8% |
| 30D | +14.3% | -2.6% | +16.9% | +17.3% |
| 3M | +17.6% | -3.2% | +20.8% | +21.3% |
| 6M | +17.9% | +0.9% | +17.0% | +15.8% |
| YTD | +30.1% | +11.3% | +18.8% | +15.1% |
| 1Y | +36.8% | +14.0% | +22.8% | +17.9% |
| 3Y | +137.6% | +75.8% | +61.7% | +28.4% |
| 5Y | +154.9% | +57.8% | +97.1% | +55.9% |
| 10Y | +701.1% | +219.8% | +481.3% | +138.6% |
| All | +795.8% | +259.7% | +536.1% | +145.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling