-8.1%
HBANP price history and return analytics
+88.0%
-96.1%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.4% |
| 7D | +1.6% | -1.1% | +2.7% | +2.2% |
| 30D | +1.7% | -1.0% | +2.7% | +2.1% |
| 3M | +2.9% | +3.2% | -0.2% | +1.2% |
| 6M | -3.9% | +12.5% | -16.4% | -9.6% |
| YTD | -1.0% | +14.1% | -15.0% | -7.6% |
| 1Y | -6.5% | +18.9% | -25.4% | -14.7% |
| 3Y | +13.6% | +74.1% | -60.5% | -16.5% |
| 5Y | -14.5% | +66.9% | -81.4% | -37.6% |
| All | -8.1% | +88.0% | -96.1% | -33.5% |
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 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