+48.9%
HLF price history and return analytics
+368.8%
-319.9%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +2.2% |
| 7D | +3.9% | -0.1% | +4.0% | +4.0% |
| 30D | +9.6% | -0.7% | +10.3% | +10.3% |
| 3M | +11.8% | +4.0% | +7.8% | +7.7% |
| 6M | -24.4% | +12.3% | -36.7% | -31.9% |
| YTD | -2.0% | +14.0% | -16.0% | -12.8% |
| 1Y | +33.2% | +20.3% | +12.9% | +12.8% |
| 3Y | -13.4% | +75.4% | -88.8% | -47.7% |
| 5Y | -76.0% | +66.0% | -141.9% | -84.6% |
| 10Y | -58.6% | +228.2% | -286.8% | -85.7% |
| All | +48.9% | +368.8% | -319.9% | -65.5% |
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