+634.9%
HLT vs VTV
+315.3%
+319.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.8% |
| 7D | -1.6% | -1.1% | -0.5% | -0.4% |
| 30D | -5.0% | -1.0% | -4.0% | -4.0% |
| 3M | -10.4% | +4.6% | -15.0% | -14.7% |
| 6M | +3.2% | +13.5% | -10.3% | -9.8% |
| YTD | +6.7% | +18.5% | -11.8% | -10.9% |
| 1Y | +10.3% | +22.9% | -12.6% | -11.4% |
| 3Y | +99.3% | +67.8% | +31.5% | +15.9% |
| 5Y | +143.7% | +81.8% | +61.8% | +31.9% |
| 10Y | +584.7% | +233.0% | +351.7% | +102.1% |
| All | +634.9% | +315.3% | +319.6% | +79.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling