+569.4%
HLT vs VTEB
+25.5%
+543.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.3% |
| 7D | -1.6% | -0.9% | -0.7% | -0.8% |
| 30D | -5.0% | -2.5% | -2.5% | -2.9% |
| 3M | -10.4% | -3.0% | -7.4% | -8.0% |
| 6M | +3.2% | -2.1% | +5.4% | +5.2% |
| YTD | +6.7% | -1.5% | +8.2% | +8.3% |
| 1Y | +10.3% | +0.2% | +10.1% | +10.3% |
| 3Y | +99.3% | +8.6% | +90.8% | +85.5% |
| 5Y | +143.7% | +1.2% | +142.5% | +140.1% |
| 10Y | +584.7% | +18.1% | +566.7% | +607.8% |
| All | +569.4% | +25.5% | +543.9% | +716.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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