+138.4%
HLT vs VTV
+80.6%
+57.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.9% |
| 7D | -1.6% | -1.1% | -0.5% | -0.3% |
| 30D | -5.0% | -1.0% | -4.0% | -3.8% |
| 3M | -10.4% | +4.6% | -15.0% | -15.2% |
| 6M | +3.2% | +13.5% | -10.3% | -11.3% |
| YTD | +6.7% | +18.5% | -11.8% | -13.0% |
| 1Y | +10.3% | +22.9% | -12.6% | -14.0% |
| 3Y | +99.3% | +67.8% | +31.5% | +6.6% |
| All | +138.4% | +80.6% | +57.8% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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