+135.9%
HNGE price history and return analytics
+33.8%
+102.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.6% |
| 7D | -4.1% | -1.1% | -3.0% | -2.9% |
| 30D | +2.6% | -1.0% | +3.6% | +3.8% |
| 3M | +36.8% | +3.2% | +33.7% | +32.3% |
| 6M | +95.0% | +12.5% | +82.5% | +68.6% |
| YTD | +90.7% | +14.1% | +76.7% | +61.1% |
| 1Y | +47.7% | +18.9% | +28.8% | +13.6% |
| All | +135.9% | +33.8% | +102.1% | +46.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling