-32.8%
HOG price history and return analytics
+222.7%
-255.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.2% | -1.0% |
| 7D | -4.1% | -0.1% | -4.0% | -3.9% |
| 30D | +2.2% | -0.7% | +2.9% | +3.2% |
| 3M | +4.6% | +4.0% | +0.6% | -1.2% |
| 6M | +43.2% | +12.3% | +30.9% | +20.4% |
| YTD | +32.6% | +14.0% | +18.5% | +8.6% |
| 1Y | -11.1% | +20.3% | -31.4% | -32.6% |
| 3Y | -14.2% | +75.4% | -89.6% | -62.0% |
| 5Y | -20.3% | +66.0% | -86.2% | -61.0% |
| 10Y | -32.8% | +228.2% | -261.0% | -86.8% |
| All | -32.8% | +222.7% | -255.5% | -86.8% |
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 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