+10.5%
HL price history and return analytics
+13.3%
-2.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.5% | -2.5% |
| 7D | -9.6% | -1.6% | -8.0% | -5.3% |
| 30D | -23.2% | -2.5% | -20.7% | -17.0% |
| 3M | -8.4% | -1.3% | -7.1% | -3.6% |
| 6M | -26.8% | +3.1% | -29.9% | -29.4% |
| YTD | -31.1% | +10.9% | -42.1% | -41.6% |
| All | +10.5% | +13.3% | -2.8% | -11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling