+41.7%
HFWA price history and return analytics
+65.7%
-23.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.4% |
| 7D | -2.9% | -0.1% | -2.8% | -2.8% |
| 30D | -3.5% | -0.7% | -2.9% | -3.1% |
| 3M | +0.9% | +4.0% | -3.1% | -2.3% |
| 6M | +14.6% | +12.3% | +2.3% | +4.2% |
| YTD | +23.1% | +14.0% | +9.1% | +10.6% |
| 1Y | +18.4% | +20.3% | -1.9% | +1.9% |
| 3Y | +90.7% | +75.4% | +15.3% | +25.3% |
| 5Y | +41.7% | +66.0% | -24.2% | -4.6% |
| All | +41.7% | +65.7% | -23.9% | -4.6% |
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