+216.4%
HFWA price history and return analytics
+360.7%
-144.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -1.6% |
| 7D | -3.4% | -0.7% | -2.7% | -3.0% |
| 30D | +4.4% | -1.7% | +6.1% | +5.6% |
| 3M | -3.7% | -2.3% | -1.4% | -2.2% |
| 6M | +6.4% | +1.5% | +4.9% | +4.7% |
| YTD | +23.4% | +12.0% | +11.4% | +12.6% |
| 1Y | +30.0% | +12.9% | +17.2% | +17.9% |
| 3Y | +91.0% | +74.9% | +16.1% | +25.6% |
| 5Y | +32.9% | +59.9% | -27.0% | -7.4% |
| 10Y | +93.7% | +224.6% | -131.0% | -15.7% |
| All | +216.4% | +360.7% | -144.2% | +26.7% |
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