+172.8%
HAE price history and return analytics
+226.9%
-54.1%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.3% |
| 7D | -1.7% | -2.0% | +0.3% | 0.0% |
| 30D | +15.9% | -1.4% | +17.3% | +17.1% |
| 3M | +28.2% | +4.7% | +23.5% | +22.7% |
| 6M | +60.8% | +11.4% | +49.4% | +45.4% |
| YTD | +26.1% | +13.1% | +13.0% | +12.0% |
| 1Y | +88.3% | +19.0% | +69.3% | +59.4% |
| 3Y | +14.2% | +73.9% | -59.7% | -31.8% |
| 5Y | +49.8% | +65.4% | -15.6% | -6.6% |
| All | +172.8% | +226.9% | -54.1% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling