+660.9%
HLI price history and return analytics
+230.6%
+430.3%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.4% |
| 7D | +1.5% | -0.1% | +1.7% | +1.7% |
| 30D | +10.2% | -0.7% | +10.9% | +10.8% |
| 3M | -3.6% | +4.0% | -7.6% | -6.8% |
| 6M | -6.9% | +12.3% | -19.2% | -15.7% |
| YTD | -21.3% | +14.0% | -35.3% | -29.6% |
| 1Y | -30.0% | +20.3% | -50.3% | -40.1% |
| 3Y | +35.7% | +75.4% | -39.8% | -13.6% |
| 5Y | +64.5% | +66.0% | -1.4% | +9.3% |
| 10Y | +581.8% | +228.2% | +353.6% | +174.5% |
| All | +660.9% | +230.6% | +430.3% | +198.2% |
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 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