+19.6%
HLN price history and return analytics
+74.2%
-54.7%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.5% |
| 7D | -4.3% | -1.1% | -3.2% | -4.0% |
| 30D | -5.6% | -1.0% | -4.6% | -5.4% |
| 3M | +2.4% | +3.2% | -0.7% | +1.5% |
| 6M | -6.3% | +12.5% | -18.8% | -9.8% |
| YTD | -7.3% | +14.1% | -21.4% | -11.3% |
| 1Y | -5.0% | +18.9% | -23.9% | -10.5% |
| 3Y | +19.6% | +74.1% | -54.5% | -6.8% |
| All | +19.6% | +74.2% | -54.7% | -6.8% |
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