+61.0%
HL price history and return analytics
+356.5%
-295.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.5% |
| 7D | -11.1% | +2.4% | -13.5% | -13.8% |
| 30D | -12.1% | -1.5% | -10.6% | -9.7% |
| 3M | -26.1% | -4.1% | -22.0% | -20.9% |
| 6M | -37.7% | +0.6% | -38.3% | -36.5% |
| YTD | -31.7% | +11.0% | -42.7% | -38.1% |
| 1Y | -11.6% | +13.3% | -25.0% | -21.8% |
| 3Y | +249.6% | +73.4% | +176.2% | +79.9% |
| 5Y | +108.5% | +57.4% | +51.1% | +23.8% |
| 10Y | +127.0% | +221.7% | -94.7% | -47.1% |
| All | +61.0% | +356.5% | -295.5% | -81.5% |
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