+87.5%
HST vs VLTO
+73.3%
+14.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.9% | +2.4% |
| 7D | -1.1% | +2.0% | -3.2% | -1.9% |
| 30D | +11.6% | +21.8% | -10.2% | +3.1% |
| 3M | +9.5% | +20.2% | -10.7% | +1.6% |
| 6M | +18.9% | +36.3% | -17.4% | +4.1% |
| YTD | +51.0% | +18.8% | +32.1% | +40.3% |
| 1Y | +53.0% | +20.4% | +32.6% | +40.9% |
| 3Y | +87.5% | +71.9% | +15.6% | +63.4% |
| All | +87.5% | +73.3% | +14.2% | +63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 3y: compounded portfolio wealth divided by compounded VLTO 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…
3y analysis · Full analysis span regression · 6 months rolling