-100.0%
HAO price history and return analytics
+61.4%
-161.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.5% | -0.6% | -14.9% | -18.0% |
| 7D | -8.1% | -0.1% | -8.0% | -9.3% |
| 30D | -9.4% | -0.7% | -8.8% | -12.1% |
| 3M | -85.3% | +4.0% | -89.3% | -83.0% |
| 6M | -99.9% | +12.3% | -112.2% | -99.8% |
| YTD | -99.9% | +14.0% | -113.9% | -99.8% |
| 1Y | -99.9% | +20.3% | -120.2% | -99.8% |
| All | -100.0% | +61.4% | -161.4% | -100.0% |
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