-65.4%
HLP price history and return analytics
+89.3%
-154.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.4% |
| 7D | -15.4% | -1.1% | -14.3% | -14.9% |
| 30D | -5.5% | -1.0% | -4.5% | -4.9% |
| 3M | +129.6% | +3.2% | +126.4% | +126.0% |
| 6M | +18.6% | +12.5% | +6.1% | +10.4% |
| YTD | +16.3% | +14.1% | +2.3% | +7.2% |
| 1Y | +26.0% | +18.9% | +7.1% | +13.3% |
| 3Y | -29.2% | +74.1% | -103.3% | -48.3% |
| All | -65.4% | +89.3% | -154.7% | -76.6% |
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