+13.8%
VRT vs HLT
+46.7%
-32.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +3.5% | -16.4% | -13.8% |
| 7D | -15.4% | +7.7% | -23.1% | -17.5% |
| 30D | -19.0% | +19.1% | -38.1% | -23.9% |
| 3M | -23.8% | +20.7% | -44.5% | -29.1% |
| 6M | -37.9% | +21.0% | -58.9% | -43.4% |
| YTD | +27.0% | +31.3% | -4.3% | +14.0% |
| 1Y | +13.8% | +45.9% | -32.1% | -2.8% |
| All | +13.8% | +46.7% | -32.9% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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