+653.1%
HFBL price history and return analytics
+356.5%
+296.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.3% | +7.4% | +7.1% |
| 7D | +4.1% | +2.4% | +1.8% | +4.0% |
| 30D | -0.3% | -1.5% | +1.2% | -0.3% |
| 3M | +0.4% | -4.1% | +4.5% | +0.6% |
| 6M | +22.9% | +0.6% | +22.4% | +22.8% |
| YTD | +36.8% | +11.0% | +25.8% | +35.9% |
| 1Y | +61.5% | +13.3% | +48.2% | +60.2% |
| 3Y | +99.2% | +73.4% | +25.8% | +92.6% |
| 5Y | +43.2% | +57.4% | -14.3% | +38.8% |
| 10Y | +158.7% | +221.7% | -63.1% | +138.4% |
| All | +653.1% | +356.5% | +296.6% | +634.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling