+766.9%
VST vs HLT
+149.2%
+617.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.8% | +2.7% |
| 7D | +9.9% | -2.4% | +12.3% | +11.1% |
| 30D | +7.9% | -4.1% | +12.0% | +10.0% |
| 3M | +3.4% | -10.6% | +14.0% | +9.0% |
| 6M | -4.1% | +2.0% | -6.1% | -5.8% |
| YTD | -5.7% | +6.1% | -11.8% | -9.1% |
| 1Y | -18.9% | +9.8% | -28.7% | -23.7% |
| 3Y | +359.1% | +99.0% | +260.0% | +242.4% |
| 5Y | +766.9% | +151.5% | +615.4% | +530.6% |
| All | +766.9% | +149.2% | +617.7% | +530.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling