-28.3%
HDGE price history and return analytics
+65.7%
-94.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +0.8% |
| 7D | +2.8% | -0.1% | +2.9% | +2.6% |
| 30D | +1.8% | -0.7% | +2.4% | +1.1% |
| 3M | -12.4% | +4.0% | -16.4% | -8.4% |
| 6M | -17.2% | +12.3% | -29.5% | -4.9% |
| YTD | -9.4% | +14.0% | -23.4% | +6.3% |
| 1Y | -6.2% | +20.3% | -26.5% | +17.8% |
| 3Y | -20.7% | +75.4% | -96.1% | +67.7% |
| 5Y | -28.3% | +66.0% | -94.3% | +60.2% |
| All | -28.3% | +65.7% | -94.0% | +60.2% |
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