-74.8%
HLLY price history and return analytics
+65.7%
-140.5%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.6% |
| 7D | -0.7% | -0.1% | -0.5% | -0.4% |
| 30D | -7.6% | -0.7% | -6.9% | -6.8% |
| 3M | +11.1% | +4.0% | +7.1% | +5.6% |
| 6M | -12.1% | +12.3% | -24.4% | -23.8% |
| YTD | -29.5% | +14.0% | -43.6% | -40.2% |
| 1Y | -20.7% | +20.3% | -41.0% | -37.1% |
| 3Y | -44.7% | +75.4% | -120.1% | -72.0% |
| 5Y | -74.8% | +66.0% | -140.8% | -87.1% |
| All | -74.8% | +65.7% | -140.5% | -87.1% |
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 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