+12.1%
HLT vs VWO
+23.1%
-10.9%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.3% |
| 7D | -3.3% | +1.1% | -4.4% | -3.7% |
| 30D | -4.1% | +2.4% | -6.5% | -5.0% |
| 3M | -7.9% | +2.0% | -9.9% | -8.8% |
| 6M | +2.2% | +10.7% | -8.5% | -3.6% |
| YTD | +8.5% | +14.4% | -5.9% | +2.3% |
| 1Y | +12.1% | +22.7% | -10.6% | +3.8% |
| All | +12.1% | +23.1% | -10.9% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 1y: compounded portfolio wealth divided by compounded VWO 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…
1y analysis · Full analysis span regression · 6 months rolling