+2,826.7%
VRT vs HLT
+301.3%
+2,525.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.2% | +5.8% | +5.1% |
| 7D | +13.6% | -2.4% | +16.0% | +15.4% |
| 30D | +6.8% | -4.1% | +10.9% | +9.5% |
| 3M | -3.2% | -10.6% | +7.4% | +3.6% |
| 6M | +20.3% | +2.0% | +18.3% | +17.7% |
| YTD | +79.6% | +6.1% | +73.5% | +70.9% |
| 1Y | +139.0% | +9.8% | +129.2% | +119.8% |
| 3Y | +644.6% | +99.0% | +545.6% | +375.8% |
| 5Y | +1,024.4% | +151.5% | +872.9% | +542.2% |
| All | +2,826.7% | +301.3% | +2,525.4% | +1,176.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling