-16.9%
HLIO price history and return analytics
+63.7%
-80.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.9% | -2.9% | -2.6% |
| 7D | -5.6% | -2.0% | -3.6% | -3.0% |
| 30D | -16.0% | -1.4% | -14.6% | -14.4% |
| 3M | -14.8% | +4.7% | -19.5% | -19.7% |
| 6M | +3.5% | +11.4% | -7.9% | -10.0% |
| YTD | +27.8% | +13.1% | +14.8% | +9.0% |
| 1Y | +24.9% | +19.0% | +5.9% | -0.1% |
| 3Y | +20.9% | +73.9% | -53.0% | -38.1% |
| 5Y | -16.9% | +65.4% | -82.3% | -53.3% |
| All | -16.9% | +63.7% | -80.5% | -53.3% |
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