-28.8%
HLMN price history and return analytics
+98.3%
-127.1%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.0% |
| 7D | -9.1% | -1.1% | -8.0% | -7.9% |
| 30D | -21.7% | -1.0% | -20.7% | -20.7% |
| 3M | -9.5% | +3.2% | -12.6% | -12.4% |
| 6M | -15.8% | +12.5% | -28.3% | -26.3% |
| YTD | -19.4% | +14.1% | -33.5% | -30.6% |
| 1Y | -30.0% | +18.9% | -48.9% | -42.6% |
| 3Y | -18.7% | +74.1% | -92.8% | -55.7% |
| 5Y | -44.0% | +66.9% | -110.9% | -69.3% |
| All | -28.8% | +98.3% | -127.1% | -62.4% |
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 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