+155.5%
HLIO price history and return analytics
+229.8%
-74.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +2.9% | +2.6% |
| 7D | -1.3% | -1.1% | -0.2% | +0.2% |
| 30D | -12.6% | -1.0% | -11.6% | -11.3% |
| 3M | -15.4% | +3.2% | -18.5% | -18.7% |
| 6M | +4.8% | +12.5% | -7.7% | -10.4% |
| YTD | +32.7% | +14.1% | +18.7% | +11.5% |
| 1Y | +27.2% | +18.9% | +8.3% | +1.4% |
| 3Y | +27.2% | +74.1% | -46.9% | -37.8% |
| 5Y | -13.7% | +66.9% | -80.6% | -54.9% |
| All | +155.5% | +229.8% | -74.3% | -44.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling