-21.6%
VST vs HLT
+11.0%
-32.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.6% |
| 7D | +5.3% | -1.5% | +6.8% | +5.7% |
| 30D | +5.8% | -1.2% | +7.0% | +6.1% |
| 3M | +3.5% | -10.3% | +13.8% | +6.8% |
| 6M | -7.4% | +1.3% | -8.7% | -8.2% |
| YTD | -6.1% | +7.0% | -13.1% | -6.5% |
| 1Y | -21.6% | +11.9% | -33.5% | -24.0% |
| All | -21.6% | +11.0% | -32.6% | -24.0% |
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