-43.3%
HLLY price history and return analytics
+76.6%
-120.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.7% |
| 7D | +3.8% | +1.0% | +2.8% | +2.6% |
| 30D | -6.0% | -0.2% | -5.8% | -5.7% |
| 3M | +15.1% | +4.5% | +10.5% | +8.5% |
| 6M | -11.3% | +14.1% | -25.4% | -25.3% |
| YTD | -27.8% | +14.8% | -42.6% | -39.8% |
| 1Y | -20.3% | +21.2% | -41.5% | -38.3% |
| 3Y | -43.3% | +76.6% | -119.9% | -77.1% |
| All | -43.3% | +76.6% | -120.0% | -77.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling