+152.5%
HBB price history and return analytics
+72.7%
+79.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -2.6% |
| 7D | -5.0% | -2.0% | -3.0% | -2.9% |
| 30D | -8.8% | -1.4% | -7.4% | -7.4% |
| 3M | +54.1% | +4.7% | +49.4% | +46.5% |
| 6M | +85.1% | +11.4% | +73.7% | +64.5% |
| YTD | +85.9% | +13.1% | +72.8% | +63.4% |
| 1Y | +114.7% | +19.0% | +95.7% | +79.1% |
| All | +152.5% | +72.7% | +79.8% | +77.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling