+256.9%
HL price history and return analytics
+229.8%
+27.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -2.4% |
| 7D | -4.4% | -1.1% | -3.2% | -2.9% |
| 30D | +9.3% | -1.0% | +10.3% | +11.1% |
| 3M | +32.0% | +3.2% | +28.8% | +27.7% |
| 6M | -6.4% | +12.5% | -18.9% | -18.2% |
| YTD | +3.1% | +14.1% | -10.9% | -10.6% |
| 1Y | +77.6% | +18.9% | +58.7% | +46.8% |
| 3Y | +392.8% | +74.1% | +318.7% | +153.9% |
| 5Y | +234.1% | +66.9% | +167.2% | +83.0% |
| All | +256.9% | +229.8% | +27.1% | -24.2% |
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