+30.4%
HLIT price history and return analytics
+65.7%
-35.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +2.0% |
| 7D | +1.9% | -1.1% | +3.0% | +3.3% |
| 30D | 0.0% | -1.0% | +1.0% | +1.4% |
| 3M | -17.3% | +3.2% | -20.5% | -19.9% |
| 6M | +28.5% | +12.5% | +16.0% | +13.2% |
| YTD | +21.3% | +14.1% | +7.3% | +5.5% |
| 1Y | +18.6% | +18.9% | -0.3% | -1.5% |
| 3Y | +19.3% | +74.1% | -54.8% | -34.3% |
| All | +30.4% | +65.7% | -35.3% | -20.4% |
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