-74.3%
HLLY price history and return analytics
+96.6%
-170.8%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.1% | -5.0% | -5.2% |
| 7D | -13.4% | -0.7% | -12.8% | -11.2% |
| 30D | +2.0% | -1.7% | +3.8% | +6.1% |
| 3M | -19.6% | -2.3% | -17.2% | -15.7% |
| 6M | -7.7% | +1.5% | -9.2% | -7.5% |
| YTD | -39.2% | +12.0% | -51.3% | -45.6% |
| 1Y | -33.8% | +12.9% | -46.6% | -41.2% |
| 3Y | -33.4% | +74.9% | -108.4% | -63.2% |
| 5Y | -80.5% | +59.9% | -140.5% | -89.1% |
| All | -74.3% | +96.6% | -170.8% | -85.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling