+197.8%
HLAL price history and return analytics
+135.1%
+62.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.5% |
| 7D | +2.6% | +2.4% | +0.2% | +0.2% |
| 30D | -6.4% | -1.5% | -4.9% | -4.9% |
| 3M | -4.8% | -4.1% | -0.7% | -0.6% |
| 6M | -0.6% | +0.6% | -1.1% | -0.9% |
| YTD | +13.0% | +11.0% | +2.0% | +1.9% |
| 1Y | +15.8% | +13.3% | +2.4% | +2.2% |
| 3Y | +67.4% | +73.4% | -6.0% | -3.0% |
| 5Y | +75.7% | +57.4% | +18.2% | +11.9% |
| All | +197.8% | +135.1% | +62.7% | +29.7% |
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