+217.1%
HFWA price history and return analytics
+356.5%
-139.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.4% |
| 7D | -0.5% | +2.4% | -2.8% | -2.2% |
| 30D | +6.0% | -1.5% | +7.5% | +7.1% |
| 3M | -4.9% | -4.1% | -0.8% | -2.1% |
| 6M | +9.7% | +0.6% | +9.2% | +8.7% |
| YTD | +23.7% | +11.0% | +12.7% | +13.6% |
| 1Y | +31.8% | +13.3% | +18.4% | +19.1% |
| 3Y | +90.7% | +73.4% | +17.3% | +26.3% |
| 5Y | +33.0% | +57.4% | -24.5% | -6.3% |
| 10Y | +94.1% | +221.7% | -127.6% | -15.0% |
| All | +217.1% | +356.5% | -139.4% | +27.9% |
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