+535.3%
VRT vs HLT
+99.0%
+436.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.4% | -5.4% |
| 7D | -7.7% | -2.6% | -5.1% | -5.8% |
| 30D | -12.0% | -2.6% | -9.3% | -10.4% |
| 3M | -11.7% | -9.4% | -2.3% | -4.5% |
| 6M | -8.1% | +2.7% | -10.8% | -12.5% |
| YTD | +53.2% | +6.8% | +46.5% | +40.0% |
| 1Y | +81.7% | +12.4% | +69.3% | +54.6% |
| All | +535.3% | +99.0% | +436.2% | +167.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling