+54.7%
HFBL price history and return analytics
+65.7%
-11.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.1% |
| 7D | -3.8% | -1.1% | -2.7% | -3.7% |
| 30D | +6.4% | -1.0% | +7.4% | +6.5% |
| 3M | +25.9% | +3.2% | +22.7% | +25.5% |
| 6M | +35.9% | +12.5% | +23.4% | +34.6% |
| YTD | +41.9% | +14.1% | +27.8% | +40.3% |
| 1Y | +89.0% | +18.9% | +70.1% | +86.4% |
| 3Y | +83.8% | +74.1% | +9.7% | +78.3% |
| All | +54.7% | +65.7% | -11.0% | +44.9% |
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