-29.7%
HOG price history and return analytics
+221.8%
-251.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.2% |
| 7D | -0.9% | +2.4% | -3.2% | -3.9% |
| 30D | +20.1% | -1.5% | +21.6% | +22.5% |
| 3M | +17.1% | -4.1% | +21.2% | +23.9% |
| 6M | +28.3% | +0.6% | +27.8% | +26.6% |
| YTD | +62.0% | +11.0% | +51.0% | +37.6% |
| 1Y | +34.9% | +13.3% | +21.6% | +11.4% |
| 3Y | +29.4% | +73.4% | -44.0% | -42.0% |
| 5Y | -5.7% | +57.4% | -63.2% | -50.3% |
| All | -29.7% | +221.8% | -251.4% | -85.3% |
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