-77.0%
HLF price history and return analytics
+63.7%
-140.7%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -1.8% |
| 7D | +0.9% | -2.0% | +2.9% | +3.3% |
| 30D | +4.6% | -1.4% | +6.0% | +6.4% |
| 3M | +8.5% | +4.7% | +3.8% | +2.7% |
| 6M | -25.1% | +11.4% | -36.4% | -33.8% |
| YTD | -4.7% | +13.1% | -17.8% | -17.0% |
| 1Y | +32.2% | +19.0% | +13.2% | +8.4% |
| 3Y | -15.8% | +73.9% | -89.7% | -55.1% |
| 5Y | -77.0% | +65.4% | -142.4% | -88.0% |
| All | -77.0% | +63.7% | -140.7% | -88.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling