+45.9%
HLT vs VWO
+5.9%
+40.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.7% | +1.8% | +2.8% |
| 7D | +7.7% | -1.3% | +9.0% | +8.2% |
| 30D | +19.1% | -7.1% | +26.3% | +22.7% |
| 3M | +20.7% | -6.1% | +26.8% | +23.7% |
| 6M | +21.0% | -3.9% | +24.9% | +21.7% |
| YTD | +31.3% | +5.0% | +26.3% | +24.9% |
| 1Y | +45.9% | +6.0% | +39.9% | +39.2% |
| All | +45.9% | +5.9% | +40.0% | +39.2% |
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