+51.5%
HFGO price history and return analytics
+63.2%
-11.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.8% |
| 7D | +3.0% | +1.0% | +2.0% | +1.6% |
| 30D | -0.9% | -0.2% | -0.7% | -0.6% |
| 3M | +1.8% | +4.5% | -2.7% | -4.0% |
| 6M | +16.8% | +14.1% | +2.7% | -2.4% |
| YTD | +9.0% | +14.8% | -5.8% | -9.7% |
| 1Y | +12.2% | +21.2% | -9.0% | -13.8% |
| 3Y | +92.8% | +76.6% | +16.2% | -11.9% |
| All | +51.5% | +63.2% | -11.7% | -18.5% |
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