-72.4%
HLLY price history and return analytics
+100.1%
-172.5%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.9% | +1.8% | +1.7% |
| 7D | -11.8% | -1.1% | -10.7% | -10.6% |
| 30D | -15.1% | -1.0% | -14.2% | -14.1% |
| 3M | +4.3% | +3.2% | +1.1% | +0.5% |
| 6M | -14.9% | +12.5% | -27.4% | -25.5% |
| YTD | -34.9% | +14.1% | -48.9% | -44.0% |
| 1Y | -12.9% | +18.9% | -31.9% | -28.6% |
| 3Y | -48.1% | +74.1% | -122.2% | -71.6% |
| 5Y | -77.0% | +66.9% | -143.9% | -87.7% |
| All | -72.4% | +100.1% | -172.5% | -84.9% |
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