+57.1%
HAE price history and return analytics
+65.7%
-8.6%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +1.0% | +0.8% |
| 7D | +0.2% | -0.1% | +0.4% | +0.3% |
| 30D | +19.1% | -0.7% | +19.8% | +19.6% |
| 3M | +31.1% | +4.0% | +27.1% | +26.6% |
| 6M | +60.6% | +12.3% | +48.3% | +45.7% |
| YTD | +28.7% | +14.0% | +14.7% | +14.7% |
| 1Y | +90.2% | +20.3% | +69.9% | +61.6% |
| 3Y | +16.6% | +75.4% | -58.8% | -29.2% |
| 5Y | +57.1% | +66.0% | -8.9% | +1.4% |
| All | +57.1% | +65.7% | -8.6% | +1.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling