+20.5%
HBB price history and return analytics
+173.3%
-152.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -1.1% |
| 7D | -3.2% | -1.1% | -2.1% | -2.2% |
| 30D | -8.7% | -1.0% | -7.7% | -7.9% |
| 3M | +48.9% | +3.2% | +45.7% | +44.5% |
| 6M | +85.2% | +12.5% | +72.8% | +65.9% |
| YTD | +85.4% | +14.1% | +71.3% | +64.4% |
| 1Y | +110.0% | +18.9% | +91.1% | +79.2% |
| 3Y | +151.8% | +74.1% | +77.7% | +53.3% |
| 5Y | +114.3% | +66.9% | +47.4% | +34.8% |
| All | +20.5% | +173.3% | -152.8% | -56.0% |
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 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