+92.0%
HAE price history and return analytics
+19.6%
+72.4%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.5% |
| 7D | -0.2% | -1.1% | +0.9% | -0.1% |
| 30D | +12.4% | -1.0% | +13.4% | +12.5% |
| 3M | +28.6% | +3.2% | +25.5% | +28.0% |
| 6M | +69.4% | +12.5% | +56.9% | +65.0% |
| YTD | +28.1% | +14.1% | +14.1% | +24.5% |
| 1Y | +92.0% | +18.9% | +73.1% | +73.5% |
| All | +92.0% | +19.6% | +72.4% | +73.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling