+113.7%
HGER price history and return analytics
+69.3%
+44.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.0% |
| 7D | +2.1% | -1.1% | +3.2% | +2.3% |
| 30D | +7.2% | -1.0% | +8.2% | +7.4% |
| 3M | +19.2% | +3.2% | +16.1% | +18.4% |
| 6M | +17.0% | +12.5% | +4.5% | +14.1% |
| YTD | +45.6% | +14.1% | +31.5% | +41.5% |
| 1Y | +52.8% | +18.9% | +33.9% | +47.0% |
| 3Y | +83.6% | +74.1% | +9.5% | +61.2% |
| All | +113.7% | +69.3% | +44.5% | +65.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling