-60.1%
HLP price history and return analytics
+90.4%
-150.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.2% |
| 7D | +1.1% | +1.0% | +0.1% | +0.6% |
| 30D | +7.3% | -0.2% | +7.5% | +7.4% |
| 3M | +175.1% | +4.5% | +170.6% | +168.8% |
| 6M | +32.9% | +14.1% | +18.8% | +22.6% |
| YTD | +34.1% | +14.8% | +19.4% | +23.1% |
| 1Y | +111.0% | +21.2% | +89.9% | +87.7% |
| 3Y | -28.5% | +76.6% | -105.0% | -48.5% |
| All | -60.1% | +90.4% | -150.6% | -73.1% |
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 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